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Superior Financial Service That’s Second to None

Going Above & Beyond

The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family. Going above and beyond, our friendly team prides itself on delivering personalized service and attention to detail that’s second to none. 

 

By developing deep, meaningful relationships with clients like you, we’re driven to be helpful in as many aspects of your life as possible. Going far beyond rates of return, we get to know all the complexities of your life and happily provide professional guidance to help you navigate those challenges. 

 

You’ve worked hard to achieve success for your family, and we’re proud to be the trusted financial stewards who give you the freedom to focus on what matters most in your life. 

Meet the Team

Marlee Wood

Relationship Manager

 

Marlee has been a Relationship Manager, specializing in Retirement Plans since 2008.  She serves as a Rollover and Enrollment Specialist for all aspects of our team’s Retirement Plan clients. 

 

Marlee provides ongoing support to both employers and employees of various plans, including the coordination of enrollment meetings, distribution requests, and transitions to new providers.  In addition to her years of dedication, she takes great pride in fostering long-term relationships with the companies and its employees.

 
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– Nicholas Sparks

“Sometimes the most ordinary things can be made extraordinary, simply by doing them with the right people.”

Let’s connect and explore how we can help you build a confident Financial Future.

Affinity Wealth Partners • 417.520.3275 • 2664 East Kearney St | Springfield, MO 65803

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Affinity Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

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