Emily Wood has been Board Member of Grimes & Company Wealth Management since February 2015, is a control person of the firm and directly owns under 5% of it. Emily Wood holds a BS in Business Management from Villanova University.
Grimes & Company Wealth Management, LLC is a Westborough, MA firm with $6.3B under management, 3,764 clients and 36 advisers across 31 offices, as of its September 2026 filing.
Emily Grimes Wood is Principal, Executive Vice President of Grimes & Company and a Wealth Manager who helps clients establish and meet their goals. She helps lead the firm's Financial Planning Council and sits on the Investment Council and the Executive Management Team. Prior to joining Grimes & Company in 2002, she worked as a consultant at Accenture and as a Financial Advisor at UBS in Boston.
- Grimes & CompanyCurrent– present · 23 yearsWestborough, MA · Adviser representative · Firm CRD 109420
Professional designations
Listed by Grimes & Company Wealth Management
- CFP®
Investment adviser representative registrations
Emily Wood is registered as an investment adviser representative in 2 states. The first approvals date from December 2002; the most recent is Texas, in January 2007.
- MassachusettsSince 9 December 2002
- TexasSince 8 January 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 December 2001 |
| Series 7 | General Securities Representative Examination | 28 November 2001 |
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Emily Grimes Wood
- CRD
- 4457998
- Firm
- Grimes & Company Wealth Management · CRD 109420
- Role
- Board Member
- Office
- ONE TECHNOLOGY DRIVE, SUITE 100, Westborough, MA 01581
- Registration
- Investment adviser registration
- In the industry since
- November 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- grimesco.com
Where does Emily Wood work?
Emily Wood has been Board Member of Grimes & Company Wealth Management, LLC since February 2015, and is a control person of the firm.
Is Emily Wood a financial advisor?
Yes. Emily Wood has a current investment-adviser registration in Massachusetts and Texas, through Grimes & Company Wealth Management since December 2002.
How many years of experience does Emily Wood have?
Emily Wood has 24 years in the financial industry, since November 2001, across 1 adviser firm.
What exams has Emily Wood passed?
Emily Wood has passed 3 licensing exams: the Series 7, Series 66 and Series 79TO. The earliest, the Series 7, was passed in November 2001. FINRA credited Emily Wood with the SIE, which began in October 2018.
Where is Emily Wood based?
Emily Wood’s registered office is in Westborough, MA.
Is Emily Wood registered with FINRA?
No. Emily Wood has no current broker registration.
Is Emily Wood a CFP?
Grimes & Company Wealth Management lists Emily Wood with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Emily Wood’s record?
Search CRD 4457998 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Wood’s full registration record.
