Hamilton H. Wood, III
Hamilton Wood, CFP®1, ChFC®2, is a Client Officer at Ropes Wealth Advisors. Hamilton assists clients with planning and administrative aspects of their wealth management. Hamilton partners with Ropes Wealth investment and financial planning professionals, Ropes & Gray trustees, and clients’ external advisors to ensure that a comprehensive and customized wealth plan is established and implemented.
Hamilton’s career in financial services has focused on serving the needs of clients within the Investor Services area of the industry. Before joining Ropes Wealth, Hamilton spent nine years at State Street. Prior to working at State Street, Hamilton spent ten years at Deutsche Asset Management. Hamilton’s career began at Pioneer Investments as a Pricing Analyst.
Hamilton earned a BA in Political Science from the University of Vermont, where he was a member of the Men’s Varsity Lacrosse team. Hamilton is a CERTIFIED FINANCIAL PLANNER™ certificant and has earned the Charted Financial Consultant® designation.
Hamilton resides in Medfield with his wife and two children. In his free time, he coaches youth soccer and lacrosse, enjoys cooking, being active outside, and spending time with family.
1 CERTIFIED FINANCIAL PLANNER™ or CFP® certification is granted by the Certified Financial Planner Board of Standards, Inc. (“CFP Board”). Candidates must have a bachelor’s degree (or higher) from an accredited college or university and three years of full-time personal financial planning experience. To receive CFP® certification, candidates must complete a CFP Board Registered Program or hold an accepted designation, degree or license; pass the CFP® Certification Examination; and agree to be bound by CFP Board’s Standards of Professional Conduct. In addition, a CFP® professional must complete 30 hours of continuing education every two years. More information about CFP® certification is available at https://www.cfp.net.
2 Chartered Financial Consultant® or ChFC® designation is conferred by The American College of Financial Services (“The College”). To receive ChFC® certification, candidates must have three years of professional experience; complete eight college-level courses; and agree to be bound by The College’s Code of Ethics. A ChFC® professional must participate in The College’s Professional Recertification Program to maintain the ChFC® designation. More information about ChFC® certification is available at https://www.theamericancollege.edu/designations-degrees/ChFC.