Advisor at Wood Creek Capital Advisors, LLC
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Firm
Wood Creek Capital Advisors, LLC
Location
Lynchburg, VA 24502
Credentials
Series 66
Industry experience
18 years
Douglas Jones is a financial advisor with Wood Creek Capital Advisors, LLC in Lynchburg, VA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at LPL Financial LLC, Colonial River Investments, LLC, and Massmutual Life Insurance Company. Jones also operated as a sole proprietor from 2017 to 2020. Wood Creek Capital Advisors, LLC provides discretionary and non-discretionary portfolio management, financial planning, and direct management of variable annuity and life products for individuals, high-net-worth clients, trusts, and estates. The firm uses a combination of fundamental, technical, and charting analysis to create customized investment programs and offers ongoing monitoring and periodic account reviews.
Based on Wood Creek Capital Advisors, LLC
$200 per hour for financial planning and consulting
101 Duncraig Dr., Unit 106
Lynchburg, VA 24502
North Carolina · Virginia
Wood Creek Capital Advisors, LLC
2020 - Present (6 years)
Douglas Jones Sole-proprietor
2017 - 2020 (3 years)
Colonial River Investments, LLC
2017 - 2020 (3 years)
LPL Financial
2017 - 2020 (3 years)
Mass Mutual Investors Services
2011 - 2017 (6 years)
Massmutual Life Insurance Company
2011 - 2017 (6 years)
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®
Lynchburg, VA
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Proper financial planning begins with understanding you, your family, and your life. We take the time to learn what’s important to you and then build a plan designed to help you reach your goals with confidence.
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