Graeme S. Woods, CLU®, ChFC®

Graeme S. Woods, CLU®, ChFC®

Financial Planner, President

Graeme lives with his wife and two children in the Central PA Susquehanna Valley area.  His wife, Julie, is a physician at Geisinger Medical Center in Danville. The first baby, who turned 4 in June, heads up the division of play and fun at her local pre-school.  The second baby, who was born in the early summer of 2018, is in charge eating, sleeping, and early morning fun at the Woods household.  As a family they enjoy hiking and bike riding.  Julie is an avid “I Love Lucy” fan and loves baking and spending time reading to their daughters.  Graeme likes to tinker in his workshop, plays golf, and loves to swim.  Since moving to the community they are on a search for a home church and for ways they can become involved in the success of the community. Currently he participates as President of the local Danville Centennial Lions Club, as a volunteer on the financial advisory committee for the Bloomsburg Theater Ensemble, and as a Board member of the Danville Child Development Center.

Graeme spent a large part of his youth as Boy Scout where he earned the rank of Life Scout and became a Junior Assistant Scout Master before leaving for college.  He is a Veteran having served in the U.S. Army as a Civil Affairs Sergeant, linguist, and Parachutist.  He had one overseas deployment in 2003 and 2004 to Bosnia where he supported the mission by helping local farmers develop strategies to help them compete in the international market.  One, not so notable, notable distinction is that he earned the Army Driver and Mechanics badge for driving 500 hours in a combat zone with no incidents (on record).

Graeme entered the financial planning industry in 2010 as an investment advisor representative through his wholly owned firm.  The goal was to help individuals and families start, grow, and preserve the wealth they work so hard for and deserve.

Graeme has a BBA in Finance and International Business Administration from Temple University Fox School of Business and an MBA in Global Business from Arcadia University. Graeme holds the Chartered Life Underwriter® (CLU®), and the Chartered Financial Consultant® (ChFC®) Designations from the American college of Financial Services.  He holds a license for Life Insurance, Annuities, and Health.  He also has a series 65 securities registration. (He also held a series 6, and 63 in the past).

Phone 570-661-1066
Mobile Phone 215-740-5320