Woodward T. Odiorne, CLU®, ChFC®

Woody Odiorne provides financial planning services to a select group of family owned and closely held business owners, high net-worth individuals, executives and professional practitioners. Woody counsels his clients and works closely with their tax and legal advisors regarding personal and business planning, improving cash flow, accumulating and preserving assets, retirement planning, asset allocation strategies, and portfolio management. He has been in practice for over 40 years and holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. Woody is a member of the Ellis’ Investment Committee. He is a graduate of Lafayette College with a major in Economics.

Prior to joining Ellis Investment Partners, LLC as an original team member, Woody was associated with Capital Management Services, Inc. as a Senior Estate Planner from April 2001 through March 2012. He was also associated with Equity Services, Inc., from March 1985 through April 2010.

Woody and his wife, Bonnie, have been married for 58 years and they have three children and seven grandchildren.

Email: woody.odiorne@ellisinvestmentpartners.com