
Louise Henne Wood
My team and I help families and individuals achieve their financial goals. Many of our new clients come... | Denver Metropolitan Area, Denver Metropolitan Area, United States
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Louise Henne Wood’s Emails lo****@ub****.com
Louise Henne Wood’s Phone Numbers No phone number available.
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Louise Henne Wood’s Location Denver Metropolitan Area, Denver Metropolitan Area, United States
Louise Henne Wood’s Expertise My team and I help families and individuals achieve their financial goals. Many of our new clients come to us with one or more of the following problems: 1. They are not sure how to articulate or plan for their financial goals 2. If they have a financial plan they are not sure it is working 3. Their advisor does not communicate well with them 4. They feel uncertain about investing their money in markets that seem noisy and confusing We address these problems in the following ways: 1. We help clients think through the work they want their money to do, and we create personalized financial plans 2. We monitor our clients’ progress to goals, and help identify changes and opportunities that will make them more successful 3. We clarify complex issues, we stay in communication, and we keep clients informed 4. We create a customized investment plan for each client relationship based on discipline, not emotion /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
Louise Henne Wood’s Current Industry Ubs
Louise
Henne Wood’s Prior Industry
Merrill Lynch
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Belhaven University
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Ubs
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Work Experience

Ubs
Senior Wealth Strategy Associate
Wed Jun 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch
Wealth Planner
Sat Feb 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jul 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
Belhaven University
Adjunct Instructor
Wed Aug 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Merrill Lynch
Financial Services Associate
Fri Aug 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)