Let's move forward. Together.

Brooks Woodruff

Vice President–Wealth Management

Brooks graduated from the University of Georgia with a bachelor's degree in risk management and insurance. Brooks has over 30 years experience in the securities industry. His focus is serving the needs of individuals, families and business owners. He utilizes the firm's extensive resources in equity management, fixed income strategies and alternative investments to help his clients achieve their financial and estate planning goals.

Registered States:
  • AL
  • CA
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MO
  • NC
  • NY
  • OH
  • SC
  • TN
  • VA
  • WI
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

Email Me

Casey J. Wilson

Team Administrator

Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Woodruff Group. Casey's main focus is on developing comprehensive financial plans for the Woodruff Group's clients.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me

Brooks Woodruff

Vice President–Wealth Management

Brooks graduated from the University of Georgia with a bachelor's degree in risk management and insurance. Brooks has over 30 years experience in the securities industry. His focus is serving the needs of individuals, families and business owners. He utilizes the firm's extensive resources in equity management, fixed income strategies and alternative investments to help his clients achieve their financial and estate planning goals.

Registered States:
  • AL
  • CA
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MO
  • NC
  • NY
  • OH
  • SC
  • TN
  • VA
  • WI
3560 Lenox Road NE
28th Floor
Atlanta, GA 30326

Email Me

Casey J. Wilson

Team Administrator

Casey graduated with a finance degree from LeMoyne College in Syracuse, New York. After graduation Casey worked as a financial consultant from Merrill Lynch with a focus on retirement planning. In 2000 Casey moved to Atlanta, GA where he started his career at UBS Financial Services, Inc. Casey is in charge of supervising the day to day functions of the Woodruff Group. Casey's main focus is on developing comprehensive financial plans for the Woodruff Group's clients.

Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • KY
  • MA
  • MD
  • ME
  • MI
  • MO
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • SC
  • TN
  • TX
  • UT
  • VA
  • WI
  • WY
3560 Lenox Rd NE
28th Floor
Atlanta, GA 30326

Email Me