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Emily Grimes Wood

Grimes & Company, Inc.

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About Emily Grimes Wood

Emily Grimes Wood is a financial advisor at Grimes & Company, Inc., a registered investment advisor firm. Emily has over 20 years of experience in the financial services industry. She holds Series 7, 66, and SIE licenses and is a Certified Financial Planner. Emily is a member of the investment committees at the Worcester Art Museum and New England Botanical Garden at Tower Hill. Emily focuses on providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans.

Firm Information

Emily Wood is currently registered with Grimes & Company, Inc.. Grimes & Company, Inc. is a Registered Investment Advisor (RIA) based in Westborough, MA. With over 30 investment advisor representatives, the firm offers a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Grimes & Company manages over $4.85 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Grimes & Company, Inc.

110 TURNPIKE RD

WESTBOROUGH, MA 01581

$4.85B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Emily Wood’s Registration & Firm History

MA

01/08/2007 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

MA

10/22/2002 - 09/18/2009

SECURITIES SERVICE NETWORK, INC. (WESTBOROUGH MA)

NJ

11/29/2001 - 10/22/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 12/10/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Emily Grimes Wood. Review regulatory record here.
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