An Experienced Team

EXPERIENCE MATTERS MOST WHEN MARKETS ARE IN TURMOIL

We know from personal experience how complex it is to successfully navigate through a financial crisis like the “Dot-Com Bubble” of 2000 or the 2007—2009 Financial Crisis.

WIDE RESOURCES AND CAPABILITIES

The principals at Woodwell Asset Management work in concert with a large network of professionals as well as with our clients’ other advisors to apply best-in-class resources.

UNPARALLELED SERVICE

Our team is committed to providing unparalleled and personalized service… no voicemail during regular business hours as we are here to serve. Whatever your request, we will respond with an answer in 24 business hours or less.

FIDUCIARY ADVISORS

When you hire one of our investment advisor representatives to manage your financial assets, that advisor is held to a “fiduciary standard of care” under SEC (Securities and Exchange Commission) regulations. That means we must always put your interest foremost in any recommendation we make. 

While you might expect this is true for all financial professionals, some individuals who call themselves “financial advisors” are not held to that same standard. For example, recommendations by stock brokers and insurance agents need only be “suitable.” That means it would be perfectly acceptable under the regulations for them to suggest a product that pays the highest commission, as long as it is still “suitable” for the circumstances involved.

That’s why you want to check to see if your advisor is a fiduciary. Not only are Woodwell investment advisor representatives subject to fiduciary standards under SEC regulations, but our CFP® qualified advisors are also required to meet the Certified Financial Planner board of standards fiduciary requirements too:
Fiduciary Standard

John Myers

John Myers MBA, CFP

John began his financial services career working in management for two different national firms before founding Woodwell Asset Management in 1988. His objective was and has always been to focus on a critical element for clients — preserving their assets.

Today, John heads our Investment management division including the WoodWealth™ Dividend Price Value Model, Value Growth, Low Volatility and Blend ETF Models, and Income For Life Model®.

He earned both his Bachelors and Masters degrees from Pennsylvania State University and holds the FINRA Series 65 Investment Adviser, and Series 7

and 63 Securities Representative registrations as well as Life and Health Insurance licenses.

John is involved in the local community. He is a former board member and immediate past president of the Fort Washington Business Alliance. He is also a former board member of the Upper Dublin Education Foundation and currently serves as their endowment fund manager. He is a member of the Finance Committee and Endowments and Memorials Committee of Christ Lutheran Church.

John and his wife have three accomplished sons. He is a private pilot, scuba diver and is focused on staying healthy by working out and training for triathlons.

Stanley Hunt

Stanley Hunt MS, CFP®

Stanley believes the principle discussed in “Tuesday’s with Morrie”, that you offer others what “you have to give”, and approaches his work with his clients in this manner. He learned the importance of service from his time in Boy Scouts, where he attained the rank of Eagle Scout, and from doing missionary work in East St. Louis, IL, Washington, DC, and Lima, Peru. Service above self is how others would describe him.

Stanley has primary responsibility for our Financial Planning operations and brings more than 15 years of financial planning experience to the firm. Prior to joining Woodwell, Mr. Hunt served as an investment advisor with Smith Barney, Legg Mason and AXA Advisors. 

He has earned a Master of Science in Personal Financial Planning from the College of Financial Planning, where he had a particular interest in Retirement Planning and Estate Planning. Mr. Hunt completed his undergraduate work at Tarleton State University, where he earned a BS in Physics and Chemistry. He holds the FINRA series 7 and 66 securities registrations, in addition to PA Life and Health Insurance licenses.

Stanley enjoys hiking, kayaking, cycling, and running. He completed his first ½ marathon in 2013, and is training for his first marathon. As an avid outdoorsman, he has been to several national parks, and has a goal to visit all national parks in the continental US within the next 25 years.

Margeaux Reinert

Margeaux Reinert

Margeaux brings her creative spirit and technical skills to Woodwell Asset Management. She oversees client services, office administration, and marketing. She is a graduate of the University of Pittsburgh with a bachelor’s degree in Information Science.

Margeaux began her career as a systems administrator and eventually transitioned into more creative areas of the technology field. Prior to joining Woodwell, she oversaw graphic design, marketing and advertising for a publication company in the natural health care industry specializing in patient education.

Margeaux is an outdoor enthusiast who enjoys camping, hiking, and paddleboarding. She is also an artist who crafts handmade jewelry and a hobbyist photographer.