Mark L. Wood
As a former business owner, Mark understands the needs of business owners and helps busy business owners work to obtain their retirement goals.
utilizes unique financial planning software and his
attention to detail to craft solutions for his
Prior to joining Waddell & Reed in June of 2012, Mark worked at Morgan Stanley Smith Barney for four years.
got his start in the financial services industry with Robert W. Baird in 2003.
Mark has nine years of experience in the financial services industry and holds Series 7 and 66 securities licenses.
Prior to working for Baird, Mark
worked for a local Madison retail business for 25 years.
As Owner, Mark gained the experience of meeting a payroll for over one hundered employees and managing both a retail and wholesale sales force.
Mark earned his bachelor's degree in Accounting.
resides in Madison with his
wife and children.
Mark is active in the community and has worked as a volunteer for The Boy Scouts of America, YMCA, The West Madison Little League and the United Way.
About Mark Wood and Waddell & Reed 725 Heartland Trail Ste. 200
Madison, WI 53717
About Mark Wood and Waddell & Reed