Robert Woodcock, CFP®, CLU®, ChFC®
Partner, Sequoia Financial Group
Bob has been in the investment advisory and financial planning business for over 30 years. He is currently a partner in the Sequoia Financial Group, offering holistic financial planning with a team of highly experienced financial professionals.
In addition to serving clients through his successful planning practice, he served as a Senior Executive Vice President with AXA Equitable for over 25 years. In this role, he was responsible for building one of AXA’s most successful planning organizations with over 70 financial advisors and staff managing over $2 billion of clients’ assets.
Bob currently resides in Clifton Park with his wife Susan. His daughter Lauren has joined him in the financial planning business at AXA Equitable. Bob’s son Kris works in Finance in New York City and his youngest son Sam studies Economics at Gettysburg College.
CFP® and CERTIFIED FINANCIAL PLANNER ™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.
Sequoia Financial Group is not owned and operated by AXA Advisors, LLC.
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