Stephen J. Wood, CFP®, CRPC®

Stephen J. Wood, CFP®, CRPC®

Senior Wealth Advisor


Steve has lived in the Kingston, New York, area since 1985.  Since then, he has been helping his clients make sound investment choices and build wealth.  Much of his client base is located in the Hudson Valley and greater metro area.  He earned his BS  from Cornell University in 1982.  He has been a Registered Representative since 1985.

Involvement in his community is a high priority for Steve.  His past efforts include serving as president of Rip Van Winkle Boy Scouts of America, work with St. Joseph’s Catholic Church, and Friends of the Senate House.  He has been an enthusiastic fundraiser for the United Way, Ulster Performing Arts, Benedictine Breast Cancer Unit, Devereux Autism Center, Smithsonian Institute, and Community Foundations of the Hudson Valley.  Presently, he is working to promote awareness for People's Place Thrift Store & Food Pantry, People's Place Community Cafe, as well as funding for pediatric cancer research for St. Baldrick's Foundation and Chemo Caps for Kids.

Steve enjoys outdoor activities with his family, such as walking, hiking, biking, kayaking, gardening, and playing catch with his dog, Gracie. He loves to attend cultural and historical activities at Ulster County’s Ancient Order of Hibernians, the Ulster County Historical Association, and the Hurley Heritage Society.


  • 2/2009–2/2019 – Wells Fargo Advisor
  • 8/1997–2/2009 – Merrill Lynch
  • 6/1989–8/1997 – Shearson/Smith Barney
  • 12/1988–2/1989 – First Albany Corporation
  • 7/1985–12/1988 – Merrill Lynch

Education & Credentials

  • Bachelor's of Science – Cornell University 1982
  • Chartered Retirement Planning CounselorSM (CRPC® 

Areas of Focus

  • Wealth Management
  • Retirement Planning
  • Investment Advisor

Community Involvement

  • People's Place Food Pantry & Thrift Store
  • ASK - Art Society of Kingston
  • St. Baldrick's Foundation - Ulster & Greene Counties Chapter
  • Chemo Caps for Kids
  • Ancient Order of Hibernians
  • Community Foundations of the Hudson Valley
  • Ulster County Chamber of Commerce