Chief Executive Officer
Financial Advisor, RJFS
paul.wood@raymondjames.com
As the founder and CEO of Agility Wealth Management, Paul leads a team of over 30 Financial Advisors and support staff dedicated to elevating the practice of wealth management and delivering high standards of client service across offices nationwide. His mission is to help clients achieve and maintain personal financial independence by careful planning, innovative portfolio management, and vigilant oversight with a focus on financial planning. In his 30 years as a Financial Advisor, Paul saw a need for team-based advising backed by operational efficiencies and that is the culture with which he founded Agility. Paul and his team work with clients requiring retirement planning, Social Security and Medicare planning, insurance planning, and investment management. Agility currently serves thousands of clients nationwide.
Paul has been named a Raymond James Chairman’s Council honoree, a council that represents the top 100 advisors in all of Raymond James, for six consecutive years starting in 2017. He has also been pronounced a Top 1,200 Financial Advisor in the United States by Barron’s in 2022 and 2023, and a Best-In-State Wealth Advisor for four consecutive years by Forbes starting in 2020. These accolades are a reflection of Paul’s diligent and empathetic leadership style where he acts with care across all stakeholders from the advisors he manages to the clients he serves.
Over the years, I’ve given retirement planning seminars at companies like Lucent, Avaya and Winn Dixie. I really enjoy speaking to groups of employees about their retirement goals and helping them understand their company’s benefits. It satisfies the teacher side of my personality.
But it’s AT&T employees who are the real focus of my practice.
Paul Wood, Eleven Atlantic, and Raymond James are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by AT&T.
Chairman’s Council Ranking. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Barron’s “Top 1,200 Financial Advisors,” March 2023. Barron’s is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by 5.630 individual advisors and their firms and include qualitative and quantitative criteria. Time period upon which the rating is based is from 09/30/2021 to 09/30/2022, and was released on 03/15/2023. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment picking abilities. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James not any of its Financial Advisors pay a fee in exchange for this award/rating. Barron’s is not affiliated with Raymond James.
The Forbes Top Wealth Advisors Best-In-State 2023 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, most gained through telephone and in-person due diligence interviews and quantitative data. This ranking is based upon the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 39,007 nominations, 7,321 advisors received the award. This ranking is not based in anyway on the individual’s abilities in regards to providing investment advice or management. This ranking is not endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
