Robert F. Woodcock, CFP, ChFC, CLU

Robert F. Woodcock, CFP, ChFC, CLU

Financial Consultant

Phone: 518-373-7304
Fax: 518-373-7397
E-mail:
 

Robert F. Woodcock began his career as a Financial Advisor with AXA in 1986, upon graduating from the State University College at Plattsburgh with a degree in Business Management/Economics. Bob was promoted to Vice President in 1989 and Executive Vice President in 1997. During his management tenure, Bob grew the firm to over 80 financial professionals across multiple offices throughout the Capital Region, Hudson Valley, Vermont and Western Massachusetts. He developed the leadership team, staff and infrastructure to build and support a team of successful advisors that manage over $2 billion in assets for their clients.

After a rewarding 25 years in management, Bob retired to focus exclusively on his personal financial planning practice in partnership with the members of Sequoia Financial Group. Their mission is to bring together their combined expertise, professional focuses and experiences to deliver a high standard of care in assisting clients achieve their financial goals. Bob's focus is on comprehensive financial planning strategies, investment management, wealth protection and estate planning.

A believer in the importance of professional and educational development, Bob holds the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and CERTIFIED FINANCIAL PLANNER (CFP) designations.

Bob currently resides in Clifton Park, NY with his wife Susan. He has three children and enjoys spending his free time golfing, skiing and relaxing with his family in Lake George.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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