Paul Russell Adams

Employer firm

Wood Wealth Group, LLC CRD 327286

$56.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2016 → 01/2021
  Penn Mutual Life Insurance Co
  Horsham, PA
• 10/2014 → 12/2016
  Securitas Security Service
  Wilmington, MA
• 09/2016 → 01/2021
  Hornor Townsend & Kent Inc
  Horsham, PA
• 12/2020 → Present
  Ohio National Financial Services
  Cincinnati, OH
• 02/2021 → Present
  The On Equity Sales Company
  Cincinnati, OH
• 06/2016 → 02/2021
  Concord Wealth Management
  Wakefield, MA
• 02/2021 → Present
  Wood Wealth Group, Llc
  Boston, MA
• 02/2021 → Present
  Wood Wealth Group, Llc
  Boston, MA

Previous Registrations

• 2021-02-23 → 2024-11-26
  On Investment Management Co
  Charlestown, MA
• 2020-11-09 → 2021-01-21
  Hornor, Townsend & Kent, Llc
  Waltham, MA
  Wakefield, MA

Other Businesses

1) Insurance Brokerage - DBA Wood Wealth Group; Investment Related: Yes; Address: 529 Main Street, Suite P200, Charlestown MA 02129; Nature of OBA: Insurance sales and service; Relationship/Title: Agent; Start date of OBA: 1/20/2021; Approximate number of hours per month: 160; Approximate number of hours per month devoted to this activity during securities trading hours: 160; Duties: Insurance sales and service for multiple carriers including Penn Mutual Life Insurance company. 2) Most Blessed Sacrament and Incarnation Parish, Finance Committee; Investment related: No; Address: 429 Upham Street, Melrose, MA 02176; Start date: 8/19/2024; Nature of activity: Charity/Religious foundation; Approximate number of hours per month: Less than 10; Description of duties: Provide input for topics pertaining to the nonprofit events sponsored by the Most Blessed Sacrament / Incarnation Parish Collaborative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-08-04
• S63 Uniform Securities Agent State Law Examination
  2017-05-04