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Chad Wood

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T214-574-1210 cwood@bokf.com

851 N MacArthur Blvd.
Coppell, Texas 75019 Check the background of this investment professional on FINRA’s BrokerCheck Schedule an appointment

Chad works with clients to help them articulate their financial goals. "We work together to create a plan to reach those goals and meet regularly to ensure we are on track."

He holds a bachelor's degree in communications from Texas Christian University. In his spare time, he enjoys cooking, playing with his dogs and spending time with family.

He feels it's important for his clients to know he doesn't use jargon when speaking to them. "I believe what we do can be understood by all."

Chad Wood bio photo

Chad Wood

Financial Advisor CRD#: 5452865 BOK Financial Advisors Logo

BrokerCheck: Check the background of this firm on FINRA's BrokerCheck

Client Relationship Summary: Learn more about the services we provide to retail investors.

Articles and Resources

Construction workers discussing Fed rate cut

September rate cut likely to be first of three this year

Economy slowing but 'not falling apart,' allowing the Fed to make small, incremental cuts

September 11, 2024 5 min read

Older couple reviewing finances

4 ways retirees can navigate falling interest rates

Many seniors in or approaching retirement will need to adapt

September 9, 2024 5 min read

Graphic used to denote By the Numbers articles

Fed zeroes in on labor market data

New job growth is down but wages higher than expected

September 6, 2024 6 min read

Securities, insurance, and advisory services offered through BOK Financial Securities, Inc., member FINRA/SIPC and an SEC registered investment adviser. Services may be offered under our trade name, BOK Financial Advisors. Investment and insurance products are: NOT FDIC INSURED | NO BANK GUARANTEE | MAY LOSE VALUE

Investments involve risk, including loss of principal. Past performance does not guarantee future results. There is no assurance that the investment process will consistently lead to successful investing. Asset allocation and diversification do not eliminate the risk of experiencing investment losses. Risks applicable to any portfolio are those associated with its underlying securities.

This document does not constitute advice or a recommendation or offer to sell or a solicitation to deal in any security or financial product. It is provided for information purposes only and on the understanding that the recipient has sufficient knowledge and experience to be able to understand and make their own evaluation of the proposals and services described herein, any risks associated therewith and any related legal, tax, accounting or other material considerations. Recipients should not rely on this material in making any future investment decision. To the extent that the reader has any questions regarding the applicability of any specific issue discussed above to their specific portfolio or situation, you are encouraged to consult with a qualified lawyer, accountant, or financial professional.

BOKF, NA is the bank subsidiary of BOK Financial Corporation (BOKF), a financial services holding company (NASDAQ:BOKF). BOKF offers trust and wealth management services through its subsidiaries including BOKF, NA (and its banking divisions Bank of Oklahoma, Bank of Texas, Bank of Albuquerque, and BOK Financial) and investment advisory services through its non-bank subsidiaries Cavanal Hill Investment Management, Inc., and BOK Financial Private Wealth, Inc., each an SEC registered investment adviser, and BOK Financial Securities, Inc., also an SEC registered investment adviser and registered broker/dealer, member FINRA/SIPC (each an “Investment Affiliate”) (collectively, “BOKF”).

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED | NOT GUARANTEED BY THE BANK OR ITS AFFILIATES | NOT DEPOSITS | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE.