Beth Woodward's Professional Contact Details

HQ
+1(404) 445-0928
Location
Atlanta, Georgia

Beth Woodward's Current Company Details

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that w...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.Securities and advisory services offered through LPL Financial, Member SIPC.www.sipc.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with Platinum Wealth Management of Buckhead may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
wealth management
financial planning
retirement planning
investment specialists
financial services
investment management

Beth Woodward's Work History and Education

Platinum Wealth Management of Buckhead
Senior Director
2021 - Present
UBS
Senior Wealth Strategist
2012 - 2021 • 9 years
Morgan Stanley
Vice President
1999 - 2012 • 13 years
Merrill Lynch
Vice President
1986 - 1999 • 13 years

Others Named Beth Woodward

Museum Outreach Manager at Atlanta History Center
Associate Director of Admission - Linfield-Good Samaritan School of Nursing at Linfield University
Office Manager at
Communications Manager/Project Manager, Intel Foundry at Intel Corporation
8th Grade Social Studies Teacher at Georgia Connections Academy
Head of Faculty Arts and Technology at Chanel College
associate nurse unit manager at Epworth

Frequently Asked Questions about Beth Woodward


What company does Beth Woodward work for?

Beth Woodward works for Platinum Wealth Management of Buckhead.

What is Beth Woodward's role at Platinum Wealth Management of Buckhead?

Beth Woodward's role at Platinum Wealth Management of Buckhead is Senior Director.

What is Beth Woodward's email address?

Beth Woodward's email address is b**@pwm-b.com.

What is Beth Woodward's business email address?

Beth Woodward's business email address is b**@pwm-b.com.

What is Beth Woodward's HQ phone number?

Beth Woodward's HQ phone number is +1(404) 445-0928.

What industry does Beth Woodward work in?

Beth Woodward works in the Financial Services industry.

Who are Beth Woodward's colleagues?

Beth Woodward's colleagues are Gena Barbato, Ellie Camp, Joshua Abrahamian and Daniel Kundla.
Managing Director
Director of Marketing and Media/ Client Representative
Wealth Management Intern
Senior Vice President of Investments

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