Paul Wood

Chief Executive Officer
Financial Advisor, RJFS

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.

Why I Teach

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.

How I Work

  1. Submit the contact form below and we’ll set up a time to talk. I’ll take the time to get to know you.​ No obligation whatsoever.
  2. ​If we both decide to work together, I’ll meet with my staff to thoroughly review your current situation, investment choices and fees.​
  3. We’ll meet again to review any issues and discuss ways to help you meet your goals.