David Wood

Founder and Chief Visionary Officer at Gateway Financial Partners

Speaker

David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.

David is passionate about community engagement; he is renowned for his dedication to supporting not only local initiatives but nationwide initiatives. David is a signee of The Fearless Pledge, serves on the board of Females & Finance, is a frequent national speaker and has presented at many industry conferences, including the MarketCounsel Summit, Investment News RIA Summit, The TPN Conference, NAIFA's Apex Conference, and Nitrogen’s Fearless Investing Summit. David is frequently quoted in WealthManagement.com, Investment News, and Yahoo Finance and is a winner of a Think Advisor Luminaries award for thought leadership in M&A.

Wood is an ‘idea man’, passionate about providing his advisors with the support they need to help grow their independent practices and is full of fresh perspectives, undoubtedly shaping his extraordinary career trajectory. Today, Gateway proudly supports 170 advisors in 27 states, and remains a beacon for innovation and integrity in the financial services industry.