William Wood, CFP®

William Wood, CFP®


Bill is a CERTIFIED FINANCIAL PLANNERTM and has been a financial advisor in the Dayton area for more than 20 years.  An LPL Registered Representative for several years, Bill joined Adams Wealth Management Group in 2015.

Bill believes that at the core of every successful financial advisor is a teacher.  So, it's natural that in addition to Bill's private practice with Adams Wealth Management Group, he is also a Senior Lecturer and Financial Services Degree Program Director in the Department of Finance and Financial Services of the Raj Soin College of Business at Wright State University.  In his capacity at WSU, Bill trains the next generation of financial advisors for the Miami Valley.

The father of two boys, Bill and his sons are avid outdoorsmen.  From mountain climbing (Denali and Mt Hood) to caving, rock climbing to canyoneering, the outdoors is Bill's escape.  Bill's love of the outdoors and his commitment to share his enthusiasm with others has kept him involved in Boy Scouts of America throughout his life.

Frequently contributing to news features on WDTN Channel 2 and WHIO Channel 7, as well as the Dayton Business Journal and Dayton Daily News, Bills' knowledge of personal finance, economics and investment markets undoubtedly contribute to the quality of his advice for his clients.