Broker Check

David Wood
1120 Cottonwood Drive
Suite 2
Loveland, OH 45140
(513) 774-9049

Jess Bennett
5995 Fairfield Rd
Suite 5
Oxford, OH 45056
(513) 523-1515

 
David Wood, CFP®, MBA

David Wood, CFP®, MBA

I have over thirty years of experience in finance and accounting with the last fourteen years specializing in financial services. My wife Ruth and I recently celebrated thirty-four years of marriage and we live in Loveland, OH. We attend Faith Bible Church here in Cincinnati.

Executive Summary

I have a passion for my wealth management practice. I specializes in helping clients plan, implement and monitor the appropriate solutions for their circumstances. I started my financial services business in 2002 and am a Regional Director for Cetera Financial Specialists, formerly a division of GE Financial. Prior to joining GE Financial, I was a Finance Manager at GE Aircraft Engines.

Education and Certification

I attended Grace College in Winona Lake, Indiana and graduated with majors in Finance and Accounting. I obtained a masters degree from Ball State University in Muncie, Indiana. I carry the Series 7, 63 & 65 securities registrations and am an Investment Adviser Representative. Finally, I am a Certified Financial Planner ™.

Professional Experience

I started my career at Campbell Soup Company in New Jersey and held various positions in Accounting. I moved back to Indiana to work for Bristol Myers Squibb’s Orthopaedic Division, Zimmer Incorporated. I held various management positions in Accounting, Financial Analysis, and Mergers and Acquisitions. In 2000 I joined the GE Aircraft Engines financial management team. In January of 2002 I transferred to GE Financial to begin my financial services career.