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James S. Wood

James S. Wood

Managing Director, Wealth Management Advisor

(405) 252-5930

(405) 252-5924

james.wood@lplfinancial.com

James first became fascinated by the markets while growing up in Silicon Valley. He had the opportunity to see fast growth up close and became interested in watching the markets as the companies developed and how the stocks would change over time. He started in the industry in 1998, and his experience and commitment to his clients led to James co-founding Auctus Legacy Private Wealth Management in 2024.

Clients and their needs are at the core of his work. James prioritizes building strong relationships and developing client-centric strategies that consider the big picture. He believes that the most critical step in the financial journey is taking that first step to get started on the path to financial success.

While he grew up in San Jose, CA, James moved to Oklahoma to attend Oklahoma State University, where he received his degree in Business Administration. During his time at the university, he also played on the baseball team and went to the College World Series game. James currently resides in Oklahoma City with his wife and their two children.

James is an active member of the community and passionate about supporting his children's schools, Special Care and Heritage Hall. In his free time, he loves spending time with his family by getting away for weekends, supporting his children in their activities, and hiking with his wife.

Awards

2024 Barron’s Top Advisors