Emily Rebekah Wood

Current Employers

Employment History

• 04/2014 → 04/2018
  Michael'S Inc- Michael'S Jewelers
  Avon, CT
• 11/2015 → 03/2018
  Asset Strategies, Inc.
  Avon, CT
• 01/2022 → 05/2025
  Connecticut Wealth Management, Llc
  Farmington, CT
• 03/2018 → 12/2019
  Connecticut Wealth Management, Llc
  Farmington, CT
• 01/2020 → 12/2021
  Connecticut Wealth Management, Llc
  Farmington, CT
• 09/2025 → Present
  Jeffrey N. Mehler, Cfp Llp
  Essex, CT
• 06/2025 → 08/2025
  Unemployed
  New Hartford, CT

Previous Registrations

• 2018-05-17 → 2025-05-27
  Connecticut Wealth Management, Llc
  Farmington, CT
• 2016-01-20 → 2018-03-22
  Asset Strategies, Inc.
  Avon, CT

Other Businesses

1) Emily R. Wood serves on the Board of Directors of Advancing Connecticut Together (ACT); Non-Profit Board member, Governance, community volunteerism and development; 110 Bartholomew Ave, Suite 3050, Hartford, CT 06106; devoting approximately 3 hours a month, during non-trading hours. 2) Simsbury Meadows Performing Arts Center; Board Member; Investment related: No; 22 Iron Horse Blvd Simsbury CT 06070 USA; Outdoor summertime theater that hosts different shows; Duties: Responsible to know and oversee the implementation of policies and programs; 2023-03-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0;

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-20
• S63 Uniform Securities Agent State Law Examination
  2015-10-05

Designations