Woodard & Co Asset Management Group Inc

Matthew Blades is a CFP® with nine years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has held prior roles at Members Trust Company, Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union. Woodard & Co Asset Management Group Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm employs a tactical asset allocation and “market leaders” equity approach, managing over $1 billion across approximately 3,000 accounts.

Joan Woodard is a financial advisor at Woodard & Co Asset Management Group Inc with seven years of industry experience. She holds a Series 65 designation and has been with Woodard & Co since 1994. Woodard & Company Asset Management Group, Inc. provides discretionary asset management for individual and institutional clients and offers retirement plan services, including plan design and participant education. The firm manages over $1 billion across approximately 3,000 accounts, employing tactical asset allocation and a “market leaders” equity approach supported by proprietary research.

John Woodard is a financial advisor with Woodard & Co Asset Management Group Inc in Bermuda Run, NC. He holds Series 63 and Series 65 licenses and has 7 years of industry experience. Woodard has been with Woodard & Co Asset Management Group Inc since 1985. Woodard & Co Asset Management Group Inc provides discretionary asset management for individual and institutional clients, as well as retirement plan services including design and participant education. The firm manages approximately $1.039 billion across about 3,000 accounts and uses a tactical asset allocation and “market leaders” equity approach, supported by proprietary research and external data sources.

John Woodard is a financial advisor at Woodard & Co Asset Management Group Inc in Bermuda Run, NC, holding a Series 65 license with one year of industry experience. His prior roles include a position at Fidelity in 2022 and work with the YMCA in 2020. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages approximately $1.039 billion across about 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.

Todd Senter is a CFP® with eight years of industry experience, currently serving as an advisor at Woodard & Co Asset Management Group Inc. He has been with the firm since 2004. Woodard & Company Asset Management Group, Inc. provides discretionary asset management and retirement plan services to individual and institutional clients. The firm manages over $1 billion across approximately 3,000 accounts, using tactical asset allocation and a “market leaders” equity approach supported by proprietary research and external data.