Graeme Woods - President, G.S. Woods Financial Solutions LLC

Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app

Work Background

Graeme WoodsPrivate Investor (LP)

Jun. 2022I'm interested in co-investments into: Fintech Financial Services Science & Engineering Edtech Biomedical Industrial & Manufacturing Real Estate Currently in 3 portfolio companies: Fintech, Real Estate, Financial Services.

eXp CommercialAssociate

Jun. 2022Pennsylvania, United StatesFrom property management, private equity and tenant services to buying, selling and leasing across all asset types and specialties, let me help you get more out of your investment opportunities. Business brokerage (M&A transaction advisory) for main street businesses valued at $500K - $5M. Commercial real estate buy side, sell side, and leasing.

G.S. Woods Financial Solutions LLCFounder & President

Mar. 2022Lititz, Pennsylvania, United StatesMiddle market and main street investment banking: M&A advisory and capital raising. Securities offered through Finalis Securities LLC Member FINRA/SIPC. G.S. Woods Financial Solutions LLC and Finalis Securities LLC are separate, unaffiliated entities. Graeme Woods is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

GSW Trading Co.Managing Director

Apr. 2020Lancaster County, Pennsylvania, United StatesOwner operated wholesale medical supplies for Government and Businesses, Import and Export.

G.S. Woods Financial Solutions LLCPresident, Financial Planner

Oct. 2016Lancaster County, Pennsylvania, United StatesG.S. Woods Financial Solutions LLC dba G.S. Woods Wealth Management I know that good planning can impact families for generations. And I consider it my personal and professional mission to help people build financial security and to protect their families and their businesses through financial planning. I work with my clients to evaluate and adjust their financial strategies as needs change throughout their lives. http://www.gswwealth.com G.S. Woods Financial Solutions LLC is a registered investment adviser (Financial Planning, business planning and Investment Analysis) and insurance agency (Risk management, Life, Accident and Health Insurance; Property and Casualty Insurance)

Mutual of Omaha Investor ServicesFinancial Advisor

Jun. 2013 - Sep. 2016309 Mill Street, Danville, PA 17821

Gerhard Associates, Inc.Realtor, Accredited Buyers Representative

Oct. 2005 - Dec. 2012Glenside, PAReal estate sales and management consultant.

US ArmyCivil Affairs Sergeant (USAR)

Oct. 1999 - Oct. 2007USASOC, USACAPOC Unit 416th CA Battalion(A) Civil Affairs Specialist, Parachutist, French Linguist Deployment: SOCEUR, SFOR 14/15, Taskforce Eagle attached to 34th ID, and 38th ID 2003 - 2004

Constance Financial Group LLCPrincipal & Managing Director

Oct. 1998 - Jun. 2013Wyncote, PA.Contracted as an OPIC Originator in the Enterprise Development Network (EDN) Small Business Consulting & Finance Research and Development Financial Analytics Entrepreneurial Finance