Emily Grimes Wood, CFP®
Principal, Vice President
Emily is a CFP® and loves to travel.
As a Wealth Manager, Emily most enjoys working with clients to help them establish and meet their goals by providing ongoing advice and investment management.
She finds her client relationships to be incredibly rewarding. She helps lead the Grimes & Company Financial Planning Council and also sits on the Investment Council and the Executive Management Team.
Emily graduated from Villanova University with a BS in Business Management and a minor in English. Prior to joining Grimes & Company in 2002, Emily worked as a consultant at Accenture and a Financial Advisor at UBS in Boston.
Emily earned her CFP® designation in 2004. She is an active member of the Financial Planning Association (FPA) and the Boston Estate Planning Council (BEPC).
Emily serves as the Treasurer of the New England Botanical Garden at Tower Hill, where she is also a member of the Investment Committee and a Trustee. She sits on the Investment Committee of the Worcester Art Museum. Emily is a member of the Steering Committee for the McNulty Institute for Women’s Leadership at Villanova University, and she is on the Board of the Nantucket Partnership for Children.
Emily lives in Sudbury with her husband, two children and two dogs. When she is not working, she enjoys traveling with her family, watching her kids play sports, and time with family and friends.
Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.
Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Grimes’ representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.
