Meredith M. Woods, CFP®

Meredith began her career in the securities industry in 2011 with Wells Fargo Advisors. In March 2012 she transitioned to Baird to partner with her father, Scott, and Dana McGuire and to form The Woods Group.

Meredith holds an BA from Rollins College and an MA from the University of Florida. In her spare time, she enjoys equestrian sports, fly fishing, golf, cooking, skiing, and travel.

Meredith was named a Forbes Best-in-State Wealth Advisor and Best-in-State Woman Wealth Advisor in 2024 & 2025.  The Woods Group was named a Forbes Best-in-State Wealth Management Team in 2025.

^{Published 4/8/25, rankings based on data as of 6/30/24.}

^{Published 2/11/25, rankings based on data as of 9/30/24.}

^{Published 1/9/25, rankings based on data as of 3/31/24.}

^{Forbes "Best-In-State Wealth Advisor" Multi-Year lists, published annually January - April. Rankings based on date as of June 30 of prior year.}

Licenses:
Series 7 & 66
Insurance license (Life, Health, & Variable Annuity) in the following states: AZ, CA, CO, CT, DC, FL, GA, IL, IA, KS, MD, MA, MI, MN, NJ, NM, NY, NC, OH, OR, TN, TX, UT, VT, VI, WI