Dave Wood joined the Boston Harbor Wealth Advisors team in 2022 as a Financial Advisor and Client Relationship Manager. In his roles, he plays a vital part in helping our clients create long-term strategies designed for minimizing risk and building wealth. He equips our clients with a customized plan that sets them on track to help achieve their financial goals, which provides a sense of comfort and confidence.

Dave strives for excellence in all aspects of his career, from serving our clients to assisting our team through his empathetic nature and dependable approach. He handles many of the administrative needs of our team and promptly responds to client questions and requests. Dave aims to be a trusted resource to our clients and is also driven by his desire to help families plan for their future and meet their goals.

Before joining our team, Dave gained beneficial experience in various roles at MFS Investment Management from 2012-2022. He began his career as a Customer Service Representative and then transitioned to an Internal Wholesaler and, most recently, he was a Regional Advisor Consultant. Dave earned a Bachelor of Science in Business from Providence College and an MBA focusing on Strategy from Boston University.