Katie Wood

Team member

We are here to sculpt your wealth with experience

Founder & President

Katie boasts an illustrious career spanning over 15 years, marked by her diverse roles within the financial services sector, encompassing both institutional and retail domains. Her distinctive blend of roles, founded on her strategic acumen, culminated in her co-founding Bruce Wood Capital alongside her business partner, Steve. Her professional journey has included tenures at some of the nation’s most eminent independent broker-dealers and Registered Investment Advisors (RIAs), such as LPL, Northwestern Mutual Wealth Management Company and OneDigital (formerly Resources).

Bruce Wood Capital benefits from Katie’s profound industry experience and market acumen. This synthesis of attributes has yieled a formidable institutional offering infused with sophistication that’s complimented by an exclusive, personalized client experience. Katie is characterized by her meticulous attention to detail and resolute dedication to results-driven leadership that fosters client satisfaction and loyalty. Her tenure at the helm of Bruce Wood Capital is marked by the delivery of an institutional and sophisticated solution paired with the bespoke client experience.

Outside of her professional life, Katie is married and cherishes her role as mother to two children. Her commitment to the community is underscored by her active involvement as a board member in various organizations. Her insatiable wanderlust has brought her to over forty countries, with the constant pursuit of visiting more.

(414) 533-1024

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