Personal
Dave and his wife Judy have been married for 37 years and have 2 children; Marshall and Garrett and a lovely granddaughter, Laina. His oldest son Marshall was diagnosed with Autism in 1990. His sons diagnosis has been a driving force in his passion to serve families who have children with special needs They have resided in Wake Forest since 1985. They attend Crossroads Fellowship church where Dave serves in the tapestry ministry as an usher. In addition, he is a leader in Grief Share, part of the caregiving ministry at the church.
He has served as a director with The Arc of Wake County, The Arc of the Triangle and is in his third term serving as President of the Board with The Arc of the Triangle.
Professional
David Woody is a graduate of East Carolina University with a Bachelor of Science Biology. David joined Northwestern Mutual Financial Network in April of 1991. He became a financial advisor because he wanted to build long term relationship and to make a positive impact on peoples lives. Dave has built his practice by working with corporate executives and self-employed business owner and families that have children with special needs.
Dave had a desire to further his education in the financial field and obtained security license 6 and 63. In addition he earned his CLU, ChFC and ChSNC designations which has allowed Dave to share his knowledge and help his clients attain financial security.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 1998-1999, 2001, 2003-2006, 2012-2013
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying/Life Member 2014
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Quality Award 1993, 2000-2002, 2004, 2007-2010
- Award recognizing persistency and performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
