Alison Ray

Marketing Manager

Learn More

FULL BIOGRAPHY

Bio coming soon!

Back to team page

MENU

×

Work With Us
Events
Resources
Our Clients
- Account Access – SchwabAlliance
- Account Access – EMoney
Locations
Contact Us
Secure Upload

Get In Touch

P: 615.826.5749
E: inquire@woodfinancialgroup.com

Quick Links

Download Resources
Schedule a Call
Send Secure Files

Disclosures

Privacy Policy
Terms of Use
Read Full Disclosures
Form ADV
Form CRS

Newsletter

Join our email list to stay informed about financial news.

"*" indicates required fields

Email

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email Address*

Δ

Investment advisory services are offered and provided by Key Capital Management, Inc., a registered investment advisory firm. Although Wood Financial Group, LLC and Key Capital Management, Inc. are separate legal entities, they are affiliated companies under common ownership. Please note that Wood Financial Group, LLC provides insurance and tax products and services but is not a registered investment adviser. Key Capital Management is a registered investment adviser, and their investment adviser representatives offer investment advisory services.

Any media logos and/or trademarks used on this website are the property of their respective owners, and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams, etc. on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.