Paul Wood CFP®, CTFA, CPWA®
5 Ford Avenue
Oneonta, NY 13820
Paul serves as Market Manager overseeing our Oneonta trust team. He joined us in 2016 after working as Senior Vice President, Trust for National Bank of Delaware County. In this capacity Paul managed a small trust business for five years, responsible for managing a variety of trusts (individual trusts, private foundations, cemeteries). He also held securities licenses while there.
Prior to that, he worked for a consulting company that served medical professionals, working with their accountants and attorneys to facilitate succession planning and practice sales. He previously spent five years in a paralegal capacity for a local law firm specializing in real estate transactions, business transactions, and estate planning.
As a result, Paul has developed good working relationships with a variety of area attorneys
Paul has successfully completed requisite educational requirements through the American College of Financial Planning to apply for the Accredited Estate Planner designation through National Association of Estate Planners & Councils (not yet applied) – Coursework required Advanced Estate Planning and also included Charitable Planning/Giving
He received the Certified Professional Wealth Advisor designation through Yale SOM Executive Education. In achieving this designation, he deepened his understanding of the needs of high net worth (HNW) clients. As an example, planning for closely held business owners & executives and opportunities for multi-generational client engagement for increased account retention.
Paul is a graduate of Southern New Hampshire University , earning a BS in Business Administration and lives in Walton NY where he is actively involved within his community