John Woolard Email & Phone Number
Managing Partner
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John Woolard Location
- United States
John Woolard Work
- Managing Partner @ Whichard Woolard & Mitchell Wealth Management (June 2023 - Present)
- Private Wealth Financial Advisor @ Whichard & Woolard Wealth Management Group of Wells Fargo Advisors (December 1996 - May 2023)
John Woolard Education
- East Carolina University
MBA (Business)
1981-1983 - The University of North Carolina at Chapel Hill
BA (English and Economics)
1976-1980
John Woolard Skills
- Asset Allocation
- Estate Investment Planning
- Insurance
- Investment Planning
- Investments
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Asset Management
- Finance
- Estate Planning Strategies
- Estate Planning
- Banking
- Financial Planning
- Portfolio Management
- Investment Advisory
- Strategic Planning
- Asset Managment
- Wealth Management
- Microsoft Office
- Customer Service
- Strategic Financial
- Loans
- Series 7
John Woolard Summary
- John Woolard, based in United States, is currently a Managing Partner at Whichard Woolard & Mitchell Wealth Management. John Woolard brings experience from previous roles at Whichard & Woolard Wealth Management Group of Wells Fargo Advisors. John Woolard holds a 1981 - 1983 MBA in Business @ East Carolina University. With a robust skill set that includes Asset Allocation, Estate Investment Planning, Insurance, Investment Planning, Investments and more. John Woolard has 2 emails and 1 mobile phone numbers on RocketReach.
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