Broker Check
Walter Woodrick

Having written two books over my twenty-plus-year financial career as a CERTIFIED FINANCIAL PLANNER™ practitioner, I have developed a pretty good skill in making complicated financial issues understandable. I stay in regular contact with clients, who range from plumbers, teachers, and managers to multi-million dollar pension plans and investors. I live my life appreciative of the long-term friendships and relationships I have developed while helping a variety of people and companies navigate the world of investments, insurance, and financial planning. I have client in many states across the country - people I have met while traveling, friends from my time while living in Oklahoma, Tennessee, Mississippi, and Florida, and relatives and friends of existing clients.

I graduated from Jackson Academy in Jackson, Mississippi, and I was blessed to receive an academic scholarship to attend Vanderbilt University in Nashville, Tennessee. I graduated with a BS in economics and a minor in communications in 1992. I earned my CFP® designation in 2001 from the College of Financial Planning. I also obtained a Master of Ministry degree from Luther Rice College and Seminary in 2021.

I have been married to Wendy Chester Woodrick since 1996, and we have three children: Whitney, Ashley, and Mason. From 2013-2015, we aired a TV show called Cast and Call Outdoors. Because I can conduct business from any location with a phone and Internet connection, we homeschooled the children and traveled the country in an RV in 2015, decided to live the farm life closer to a wider choice of colleges for the kids, and chose to move back to Nashville where Walter and Wendy met in 1994. We lived in Tennessee from 2015-2022 and had a great experience living on a farm in Dickson and also having a home in Brentwood and Franklin. With all three children out of the nest, Wendy and I have moved back to the Florida Gulf Coast, and we are excited about this next phase of life.

My Christian faith is the most important aspect of my life. I play guitar at church and am always looking for ways to show the people in this world that they are loved and valued.

I have several licenses: Series 6, 7, 9, 10, 31, 63 and 65 securities registrations with LPL Financial; life, health and disability insurance license; and variable annuity license. I founded Woodrick Investment Consulting & Financial Planning, LLC in 2008. We changed the name to Woodrick Financial in 2023.