AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning
AssetMark has appointed Erin Wood as Senior Vice President of Advanced Planning to lead the development of their advanced planning offering. Wood brings over 20 years of experience in financial planning and will focus on delivering strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer.
Previously holding senior positions at Carson Group and First National Bank of Omaha, Wood will be responsible for driving the vision for AssetMark's advanced planning services and establishing strategic relationships. She is a nationally recognized speaker and contributor to publications like Kiplinger and TheStreet, and has received the Wealthies 2023 Thought Leader of the Year award and InvestmentNews 2024 Women to Watch award.
AssetMark ha nominato Erin Wood come Vice Presidente Senior della Pianificazione Avanzata per guidare lo sviluppo della loro offerta di pianificazione avanzata. Wood porta con sé oltre 20 anni di esperienza nella pianificazione finanziaria e si concentrerà sulla fornitura di strategie per la pianificazione patrimoniale, l'efficienza fiscale, la pianificazione della pensione e il trasferimento di ricchezze multi-generazionali.
Avendo ricoperto in precedenza ruoli senior presso Carson Group e First National Bank of Omaha, Wood sarà responsabile della definizione della visione per i servizi di pianificazione avanzata di AssetMark e dell'instaurazione di relazioni strategiche. È una relatrice riconosciuta a livello nazionale e collaboratrice di pubblicazioni come Kiplinger e TheStreet, ed ha ricevuto il premio Wealthies 2023 come Thought Leader dell'Anno e il premio InvestmentNews 2024 per le Donne da Tenere d'Occhio.
AssetMark ha designado a Erin Wood como Vicepresidenta Senior de Planificación Avanzada para liderar el desarrollo de su oferta de planificación avanzada. Wood aporta más de 20 años de experiencia en planificación financiera y se centrará en ofrecer estrategias para la planificación patrimonial, la eficiencia fiscal, la planificación de jubilación y la transferencia de riqueza multigeneracional.
Habiendo ocupado previamente puestos senior en Carson Group y First National Bank of Omaha, Wood será responsable de impulsar la visión de los servicios de planificación avanzada de AssetMark y establecer relaciones estratégicas. Es una conferenciante reconocida a nivel nacional y colaboradora de publicaciones como Kiplinger y TheStreet, y ha recibido el premio Wealthies 2023 como Líder de Pensamiento del Año y el premio InvestmentNews 2024 como Mujeres a Seguir.
AssetMark는 Erin Wood를 고급 계획의 수석 부사장으로 임명하여 고급 계획 제공의 개발을 이끌게 했습니다. Wood는 재무 계획 분야에서 20년 이상의 경험을 가지고 있으며, 자산 계획, 세금 효율성, 은퇴 계획 및 다세대 자산 이전을 위한 전략 제공에 집중할 것입니다.
Carson Group과 First National Bank of Omaha에서 고위직을 맡았던 Wood는 AssetMark의 고급 계획 서비스 비전을 주도하고 전략적 관계를 구축할 책임이 있습니다. 그녀는 Kiplinger와 TheStreet과 같은 출판물에 기여하며, 2023 Wealthies 올해의 사상가 상과 2024 InvestmentNews 주목할 여성 상을 수상한 국가적으로 인정받는 연설가입니다.
AssetMark a nommé Erin Wood au poste de vice-présidente senior de la planification avancée pour diriger le développement de son offre de planification avancée. Wood apporte plus de 20 ans d'expérience en planification financière et se concentrera sur la mise en œuvre de stratégies pour la planification successorale, l'efficacité fiscale, la planification de la retraite et le transfert de richesse intergénérationnel.
Ayant précédemment occupé des postes de direction chez Carson Group et la First National Bank of Omaha, Wood sera responsable de la vision des services de planification avancée d'AssetMark et de l'établissement de relations stratégiques. Elle est une conférencière reconnue au niveau national et contributeur à des publications comme Kiplinger et TheStreet, et a reçu le prix Wealthies 2023 de la leader d'opinion de l'année ainsi que le prix InvestmentNews 2024 des femmes à surveiller.
AssetMark hat Erin Wood zur Senior Vice President für Fortgeschrittene Planung ernannt, um die Entwicklung ihres Angebots im Bereich der fortgeschrittenen Planung zu leiten. Wood bringt über 20 Jahre Erfahrung in der Finanzplanung mit und wird sich auf die Entwicklung von Strategien für Nachlassplanung, Steuereffizienz, Altersvorsorge und den intergenerationalen Vermögensübertrag konzentrieren.
Nachdem sie zuvor leitende Positionen bei Carson Group und der First National Bank of Omaha innehatte, wird Wood verantwortlich sein für die Umsetzung der Vision von AssetMark für die Dienstleistungen der fortgeschrittenen Planung und für den Aufbau strategischer Beziehungen. Sie ist eine landesweit anerkannte Sprecherin und Beiträgerin zu Publikationen wie Kiplinger und TheStreet und hat den Wealthies 2023 Award für Thought Leader des Jahres sowie den InvestmentNews 2024 Award für Women to Watch erhalten.
- Strategic expansion into advanced planning services, diversifying revenue streams
- Addition of experienced executive with 20+ years in financial planning
- Enhancement of service offerings for high-net-worth clients
- None.
CONCORD, Calif., Dec. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors, today announced the appointment of Erin Wood, CFP®, FBS®, as Senior Vice President of Advanced Planning. In this role, Wood will spearhead the development and introduction of AssetMark’s advanced planning offering, which will focus on delivering tailored strategies for estate planning, tax efficiency, retirement planning, and multi-generational wealth transfer to support financial advisors as they address the evolving needs of investors across the wealth spectrum.
Wood joins AssetMark with over two decades of experience leading financial planning teams and building innovative solutions across a range of disciplines, including trust and estate, tax planning, insurance, and retirement services. She previously held senior leadership positions at the Carson Group and First National Bank of Omaha, where she developed and scaled advanced planning capabilities and helped advisors deliver those services to clients.
"Erin brings unparalleled expertise and a deep commitment to empowering advisors to succeed in an increasingly complex financial planning landscape that extends beyond traditional investment management to include advanced planning strategies," said David McNatt, EVP, Investment Solutions at AssetMark. "Her track record of innovation and leadership makes her the ideal person to build and lead AssetMark’s advanced planning services, addressing the growing need for comprehensive, integrated financial strategies for high-net-worth individuals and families. Erin will be instrumental in helping AssetMark advisors access the tools and resources they need to provide tailored, holistic wealth planning solutions, ultimately delivering enhanced value to their clients, and enabling advisors to better meet their clients’ evolving needs.”
Wood’s responsibilities include driving the vision for AssetMark’s advanced planning services, identifying and establishing strategic relationships, and serving as a thought leader in the industry. Her insights will play a pivotal role in equipping advisors with the tools and strategies needed to meet the growing demand for holistic wealth management services.
Commenting on her new role, Wood stated, "I am thrilled to join AssetMark and lead the charge in delivering best-in-class advanced planning services to our advisors and their clients. Financial planning is about empowering individuals and families to achieve their goals, and I look forward to building solutions that make a meaningful impact on their lives."
A nationally recognized speaker and contributor to leading publications such as Kiplinger, TheStreet, and HerMoney among others, Wood is passionate about financial literacy, particularly for women, and fostering advisor success through education and innovation. She has been honored with the Wealthies 2023 Thought Leader of the Year award and the InvestmentNews 2024 Women to Watch – Financial Literacy Champion Excellence Award for her outstanding contributions to the industry. Wood holds a B.S. in Finance and Communications from Northwest Missouri State University and a graduate degree in Financial Psychology and Behavioral Finance from Creighton University.
About AssetMark
AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction.
With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 9,000 financial advisors and over 263,000 investor households. As of September 30, 2024, the Company had over
Media:
Vesselina Davenport
PR & Communications
vesselina.davenport@assetmark.com
FAQ
What is Erin Wood's new role at AssetMark (AMK)?
What experience does Erin Wood bring to AssetMark (AMK)?
What new services will AssetMark (AMK) offer under Erin Wood's leadership?
