Comprehensive Wealth Management For the Intelligent investor

Why work with Agility Wealth Management?

The experience of a large team & the trust of a close personal relationship.

As a financial practice with over 30 advisors and dedicated support staff we take service and wealth management very seriously. 

Our number one focus, beyond the services of our office, is making sure we exemplify the qualities most people are looking for in a financial planner:  Trust, Communication, and Transparency.

Financial Security is a matter of choice, not a matter of chance… and that choice begins with you, our client.

We are here to be your resource & guide for all the big financial decisions in your life.  Whether it’s managing your wealth, making decisions about your estate goals, or planning for your retirement; we take these decisions very seriously. 

You deserve someone you can trust, that you know on a personal level, and who has an experienced team behind them to give you the best service & support possible. 

That’s our promise.

Our Business Is You.

No Matter The Challenge, We Put You First

That’s the principle that drives Agility Wealth Management.  We’re in the business of being there when you need financial guidance and support. Whether it’s supporting your family, growing your business, or pulling the trigger on your ideal retirement. Our approach can help.

01

A Personal Relationship

As your trusted confidants, we’re here to help you navigate through life’s challenges, big and small.

02

Customized Strategies

Backed by the resources of a 30+ team can bring to the table, we have the time and the strategies.

03

Tailored Advice

We’re not here to push you into ‘one size fits all’ solution. We believe you deserve a custom approach and more options.

Ready To Get Help?

We specialize in helping retirees manage their wealth and get the support they need on their journey to retirement. 

With our  association with Raymond James, we have “big business” stability combined with the one on one service and personal relationship you deserve.

Ready To Get Help?

We specialize in helping retirees manage their wealth and get the support they need on their journey to retirement. 

With our  association with Raymond James, we have “big business” stability combined with the one on one service and personal relationship you deserve.

Our Financial Services

What Are You Planning For?

No matter the unique challenge you face in retirement.  We have the skills and experience to help you navigate whatever your financial life throws at you.

Our Secret for Amazing Service

Meet Our Team

Paul Wood

Chief Executive Officer | Financial Advisor
Learn More

John McCann

Managing Director | Financial Advisor
Learn More

JR MacClary

Managing Director | Financial Advisor
Learn More

Courtney McKee

Managing Director | CERTIFIED FINANCIAL PLANNER®
Learn More

Paul Ross

Financial Advisor
Learn More

Chuck Rebhan

Financial Advisor
Learn More

Eric Botwinik

Financial Advisor
Learn More

Edward Lombard

Financial Advisor
Learn More

Brian Scanlon

Financial Advisor
Learn More

Kevin Maher

Financial Advisor
Learn More

Gregory Lowder

Financial Advisor
Learn More

Greg Roessler

Registered Representative
Learn More

Andrew Gartrell

Financial Advisor

Shaye Wood

Financial Advisor / Branch Supervisor

Andrew Niklaus

Financial Advisor
Learn More

John Combs

Financial Advisor

Steven Nicklas

Financial Advisor
Learn More

Richard Sikorski

Financial Advisor

Kaleigh Caldwell

Client Service Assistant

Maribeth Sanchez

Service Assistant

Heather Smith-Spears

Client Service Assistant

Stacy Smith

Client Service Assistant

Margaret Cheek

Registered Sales Assistant

Mary Walter

Administrative Assistant

Brittney Krailler

Client Service Assistant