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Sam W. Email & Phone Number
Founder and Managing Partner
at
Wood Capital Investments LLC
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder and Managing Partner
Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Company size
Who is Sam W.? Overview
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Quick answer
Sam W. is listed as Founder and Managing Partner at Wood Capital Investments LLC, a company with 7 employees, based in Raleigh-Durham-Chapel Hill Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Sam W..
Sam W. previously worked as Founder & Managing Partner at Wood Capital Investments Llc and Financial Advisor at Morgan Stanley. Sam W. holds Bs, Business Management from North Carolina State University.
Company email context
Email format at Wood Capital Investments LLC
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Wood Capital Investments LLC
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Profile bio
About Sam W.
I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs: •Develop a thorough understanding of your financial goals and objectives •Review and analyze your current financial situation •Identify and tailor solutions that can help you meet your individual needs •Implement your customized strategy, including personalized services and benefits •Review your strategy, meeting periodically to discuss your goals and needs
Current workplace
Sam W.'s current company
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Wood Capital Investments Llc
6 roles
Sam W. work experience
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Founder & Managing Partner
Current
Oct 2020 - Present
Aug 2015 - Oct 2020
Portfolio Manager
Dec 2012 - Aug 2015
Industry Consultant
Jun 2012 - Apr 2014
Account Manager
Nov 2010 - Dec 2012
2 education records
Sam W. education
Bs, Business Management
Education record
Wakefield High School
FAQ
Frequently asked questions about Sam W.
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What company does Sam W. work for?
Sam W. works for Wood Capital Investments LLC.
What is Sam W.'s role at Wood Capital Investments LLC?
Sam W. is listed as Founder and Managing Partner at Wood Capital Investments LLC.
Where is Sam W. based?
Sam W. is based in Raleigh-Durham-Chapel Hill Area, United States, United States while working with Wood Capital Investments LLC.
What companies has Sam W. worked for?
Sam W. has worked for Wood Capital Investments Llc, Morgan Stanley, Same Capital, Primary Insight, Llc, and Gypsum Management And Supply.
How can I contact Sam W.?
You can use AeroLeads to view verified contact signals for Sam W. at Wood Capital Investments LLC, including work email, phone, and LinkedIn data when available.
What schools did Sam W. attend?
Sam W. holds Bs, Business Management from North Carolina State University.
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