Mike Wood

Mike K. Wood
Vice President Wealth Advisor Truist Bank

401 Commerce St

4th Floor,

Nashville, TN 37219-2422

Mike.k.wood@truist.com

Phone 615-326-4940

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About me

Background

Mike is a Vice President and Wealth Advisor with Truist Wealth in Nashville, Tennessee office, offering clients more than 17 years of comprehensive wealth management experience. He has a team approach that brings together specialists in investment management, trusts, private banking, financial planning, risk management, business succession planning, and estate planning strategies.

Mike leads with advice and strategies with the clients needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also by highly attentive service and coordination of resources. He takes the time to get to know you and build a long lasting relationship that lasts not just for the current generation but is also thinking of the next generations of the family. Mike and his team listen to each client’s specific needs and builds the right team for each specific client as no two families are identical. This is gained through taking the time to gain an understanding of aspects of your financial life. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor's in Sociology and Criminology
The University of Oklahoma 2006

Personal Interests

Mike serves as a volunteer youth football coach for Brentwood Blaze and a volunteer youth basketball coach for Williamson County Youth Sports. He attended The University of Oklahoma and was a member of the Sooners basketball team. 

In his leisure time Mike enjoys sports, hunting, fishing, and spending time with his family. He lives in the Nashville suburb of College Grove, TN with his wife Alyse and their 2 kids Braden and Brinley and are members of The Grove Country Club. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Locations

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