Courtney Dawson Wood

Employer firm

Mag Cap CRD 298398

$1.69B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS
• 11/2016 → 02/2024
  Bank Of America, N.A.
  Ridgeland, MS
• 02/2024 → Present
  Magnolia Capital Advisors, Llc
  Ridgeland, MS
• 03/2024 → Present
  Cwwmmagcap, Llc
  Ridgeland, MS

Previous Registrations

• 2016-09-20 → 2024-02-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ridgeland, MS

Other Businesses

3 rental properties, all held in personal name, (0 hours for all): I*9213 For profit or not for profit: Name of outside business organization: Courtney Wood Investment related: Address of business: Starkville, Mississippi 39759 Nature of business: , Position, title, association: , Start date of relationship: 8/15/2019 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*9212 For profit or not for profit: Name of outside business organization: Courtney Wood Investment related: Address of business: Starkvillle, Mississippi 39759 Nature of business: , Position, title, association: , Start date of relationship: 1/1/2020 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*9214 For profit or not for profit: Name of outside business organization: Courtney Wood Investment related: Address of business: madison, Mississippi 39110 Nature of business: , Position, title, association: , Start date of relationship: 2/1/2020 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-19
• S63 Uniform Securities Agent State Law Examination
  2015-08-10

Designations

• Certified Financial Planner

Other Names

• Courtney D Dawson
• Courtney D Wood
• Courtney Dawson Wood
• Courtney Wood