Wesley Wood,  CFP®, CIMA®

Wealth Manager

wesley wood wealth manager at bluerock

Wesley Wood is a wealth manager at Bluerock Wealth Management. He began his career in Silicon Valley, where he helped tech employees navigate their stock-based compensation structures. In 2017, he moved to Atlanta, where he spent five years at a large wealth management firm advising Fortune 500 executives.

"I grew up playing chess and see many parallels between that game and financial planning. We try to help clients understand their current position, how each piece interacts with the others, and what tradeoffs they should consider in regard to potential moves or strategies."

Wesley attended the University of Alabama and was a member of the Honors College. He graduated summa cum laude with a bachelor's degree in consumer affairs and a master's degree in financial planning. Wesley has earned the CERTIFIED FINANCIAL PLANNER™ designation. He also holds the Investments and Wealth Institute’s Certified Investment Management Analyst® certification, taught in conjunction with the Yale School of Management.

Wesley is originally from Hershey, Pennsylvania, and currently lives in Alpharetta. He is a bookworm, a trivia enthusiast and an avid traveler.