Emily Grimes Wood, CFP®, CRPS
Emily is a CFP® and enjoys the beach.
As a Wealth Manager, Emily most enjoys working with clients to help them establish and meet their goals by providing ongoing advice and investment management.
She finds her client relationships to be incredibly rewarding. She leads the Grimes & Company Financial Planning Council and also sits on the Investment Council and the Executive Management Team.
Emily graduated from Villanova University with a BS in Business Management and a minor in English. Prior to joining Grimes & Company in 2002, Emily worked as a consultant at Accenture and a Financial Advisor at UBS in Boston.
Emily earned her CFP® designation in 2004 and is also a Chartered Retirement Plans Specialist (CRPS®). She is an active member of the Financial Planning Association (FPA) and the Boston Estate Planning Council (BEPC).
Emily serves on the Investment Committee of the Tower Hill Botanical Garden and the Worcester Art Museum; she is also a Museum Corporator. She lives in Sudbury with her husband and two children. She enjoys time at the beach with her family, traveling, and watching her kids play sports. She has been the PTO Treasurer and enjoys volunteer work, especially the Nantucket Food Pantry.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this web site) per the terms and conditions of a separate engagement and fee.