Donna Wood (CFP®, CPA/PFS)

Donna Wood focuses in the
following client markets or areas of practice:

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Hourly

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

Wood Smith Advisors focuses on the special needs of entrepreneurs and estate beneficiaries. We are attuned to the unique financial concerns of women. Life changing events such as the sale of a business, an inheritance or retirement bring special joys. They also present challenges. How to preserve wealth and make it productive are not often top of mind. But when the time is right, we walk with you to first develop a plan and then put that plan in motion. We have worked with a wide range of very different financial issues, including:

Additional Information

Donna Wood is a strong advocate for the benefits of financial planning and wealth management. She enjoys the continuous learning that this profession provides, and as a CPA, provides the practical and objective insights that apply to each individual she works with. Donna eagerly engages with school children and young adults on financial literacy education.

She is the mother of two and actively mentors two children by marriage. Donna and her husband Jeff Brown are committed to adopting and fostering rescued dogs and currently have a pack of 4: 2 Border Collies and 2 Border Collie mixes.

Donna is an avid golfer, and enjoys being involved in the community; including serving as the past president of the Haymarket Gainesville Business Association. She is a member of the Rotary Club. She actively participates in The LPGA Amateur Golf Association Nashville Chapter. Donna is active in organizations that are raising awareness to prevent the tragedy of human trafficking.