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B. Brenner Wood

B. Brenner Wood

Founder/Managing Partner, Investment Advisor Representative, Portfolio Manager And Technical Analyst

Specializing in Custom Portfolio Management since 1987


U.S .Army (1967-1970), Army Intelligence, Special Agent

California State University Los Angeles (1973), Bachelor of Science, Business Administration


50 Years of direct financial analysis, guidance, advisory and portfolio management for individuals, corporate pensions, trusts and foundations.  My investment and financial career started in 1973 as a bank officer and corporate credit analyst in Richmond, Virginia.  

This resulted in a 46-year career as a Financial Advisor, starting with Merrill Lynch as a Financial Advisor and ending as a Senior Vice-President of Investments at Wells Fargo Advisors, before starting my own Registered Investment Advisory (RIA) fiduciary firm in 2017.


Series 65 (RIA-Fiduciary)