Tammy-Wood

Tammy J. Wood, CFP®*

Bell Investments - VP/Wealth Advisor

I love working with people and getting to know them, their backgrounds and their families. In my role as a wealth advisor, I also enjoy helping people solve the financial planning puzzles in their lives. I genuinely care about my clients and their families – and I consider it a privilege to guide them along their financial journey.

Working in investments and financial services since 1997, I understand the importance of listening to my clients to pinpoint their financial goals. Helping clients with everything from retirement and college savings to life insurance and long-term care, I especially enjoy looking at the big picture to help clients grow their wealth and help retirees figure out how to maintain their standard of living.

Growing up on a farm and ranch near Streeter, N.D., I appreciate the values and work ethic that were instilled in me at a young age. I worked in the field, picked rock, fed cows, drove grain truck and was also a cook on occasion.

I earned a bachelor’s degree from North Dakota State University and a master’s degree in management from the University of Mary. I also earned my CERTIFIED FINANCIAL PLANNER™ designation, Series 7 and Series 66 registrations held through LPL Financial and life insurance and annuities licenses.

My husband, Brian, and I live in Fargo and have two adult children. Outside of work, you’ll often find me running or reading.

Connect with me on LinkedIn

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bell Bank and Bell Investments are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Bell Investments, and may also be employees of Bell Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Bell Bank or Bell Investments. Securities and insurance offered through LPL or its affiliates are:

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May Lose Value