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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

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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

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