Donna Wood
CPA/PFS, CFP®
Wood Smith Advisors
Financial Advisor
Donna Wood
CPA/PFS, CFP®
Wood Smith Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Donna Wood, CPA/PFS, CFP®
Fee Only Financial Planning and Investment Advisory firm serving the greater Franklin, TN area including Williamson, Davidson, and Cheatham counties, as well as clients in the Northern Virginia/ Washington D.C. Area and U.S. Citizens worldwide.
Donna Wood is a Franklin, TN fee-only financial planner. Wood Smith Advisors provides comprehensive financial planning, wealth management, and financial consulting to help entrepreneurs, estate beneficiaries and women organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Donna Wood is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Donna Wood specializes in financial planning and wealth management/investment advisory services, focusing on life financial planning for women, entrepreneurs and people with complex planning needs. A Certified Public Accountant/Personal Financial Specialist (CPA/PFS) and Certified Financial Planner™ (CFP®), she brings more than 30 years experience in business management, financial planning and financial consulting to her clients. Donna has also earned a certificate from the American College on Special Needs Financial Planning. Located in Haymarket, Virginia, she serves clients in Prince William, Fauquier, Loudoun and Fairfax counties, the DC Metro area, and citizens nationwide.
Donna is a fiduciary, and a strong advocate for the benefits of financial planning and wealth management. She enjoys the continuous learning that this profession provides, and as a CPA, provides the practical and objective insights that apply to each individual she works with. Her membership in professional associations including the American Institute of CPAs (AICPA); Personal Financial Planning Section (PFS); The Certified Financial Planners Board of Standards (CFP®), and the National Association of Personal Financial Advisors (NAPFA) enables her access to industry standards of excellence. The continuing education and ethical requirements of these organizations provide their clients with the most current financial, legal and tax implications of planning.
Donna received her BBA from the University of Michigan and her experience includes work for KPMG, a global accounting firm. She has held numerous finance, administration and executive management positions in Fortune 500, mid-size and startup companies.
She is the mother of two and actively mentors two children by marriage. Donna eagerly engages with school children and young adults on financial literacy education.
An avid golfer and a dog lover, Donna is currently a "pack leader" of 5 rescued dogs. She enjoys being involved in the community; including serving as the past president of the Haymarket Gainesville Business Association. She is a Rotarian with the Manassas Rotary and is active in her church. She helped found a local Toastmasters club, and actively participates in The LPGA Amateur Golf Association where she served in the past as the Chapter President for the DC Metro Chapter.
Donna Wood is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Wood Smith is a comprehensive Wealth Management, Financial Planning and Investment Advisory firm serving Franklin, TN as well as Northern Virginia and the DC metro area. We partner with clients to achieve financial goals through education, planning and implementation.
We focus on women, entrepreneurs and individuals with complex financial situations, providing objective and competent advice, education and services to help them develop and build their businesses and reach their financial goals.
We believe in a relationship-oriented approach and customized solutions. You benefit from having concerned professionals invested in your success.
Wood Smith Advisors, a Registered Investment Advisor (RIA), is a fee-only financial services firm that partners with its clients to simplify their financial lives. We do this by providing all areas of Financial Planning, Wealth Management and Financial Consulting services.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Women’s Finances
- Comprehensive Financial Planning
- Investment Management
- Financial Independence Planning
- College Education Planning
Ideal Clients
- Single, Widowed, Divorced or Married Women
- Business Owners and Executives
- Retirees and Near Retirees
- Sudden Money Situations
- Growing Families
Working Together
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Donna Wood is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Donna Wood is a Certified Public Accountant (Learn More)A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
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Donna Wood is a Personal Financial Specialist (PFS)The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
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Donna Wood is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Donna Wood Contributes to AICPA: "The Financial Planning Relationship"
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Donna Wood Contributes to the Haymarket Lifestyle Magazine: "Senior Citizens in the College Classroom"
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Donna Wood Contributes to the Piedmont Lifestyle Magazine: "How to Navigate Difficult Conversations When Your Views Don’t Align"
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Donna Wood is Featured on Engage NAPFA
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Donna Wood Contributes to Piedmont Lifestyle Magazine: "Women and Risk: Planning for Longevity"
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Donna Wood is Past President of the Haymarket Gainesville Business Association
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Donna Wood is a Member of The LPGA Amateur Golf Association
Contact Donna Wood
Office Locations:
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By Appointment Only
Franklin, TN 37064
