CoverProfile

Emily Wood

Principal, Vice President

Grimes & Company Inc

United States, Massachusetts, Worcester County

About Me

As a Wealth Manager, Emily most enjoys working with clients to help them establish and meet their goals by providing ongoing advice and investment management. She finds her client relationships to be incredibly rewarding. She helps lead the Grimes & Company Financial Planning Council and also sits on the Investment Council and the Executive Management Team. Emily graduated from Villanova University with a BS in Business Management and a minor in English. Prior to joining Grimes & Company in 2002, Emily worked as a consultant at Accenture and a Financial Advisor at UBS in Boston. Emily earned her CFP® designation in 2004. She is an active member of the Financial Planning Associatio

View more

Profile Information

Principal, Vice President

Grimes & Company Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Worcester County

Massachusetts

United States

Aug 21, 2025

More profiles to browse

Profile Photo
Jennifer A. Moran
Financial Advisor
Profile Photo
Thomas Grimes
Principal, Vice President
Profile Photo
Michael Grenon
VP and Principal
Profile Photo
Jordan Letendre
Financial Advisor

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc