Regional Sales Support

We provide Regional Vice Presidents who work closely with advisors from the time they consider joining us and then throughout their careers. The RVP’s job is to bring the entire resources of the firm to advisors to help them achieve their goals.

On the Ground Support

On the Ground Support

It begins with a unique three-dimensional system that includes local field leaders, a regionalized support team, and service that is top-tier. By providing proactive and comprehensive product support, we’ve helped advisors like you realize their vision of business growth and efficiency year after year.


We do this by having boots on the ground right where you live and operate.  We get to personally know you and your practice in order to help you partner with industry resources, develop business contacts, and forge strategic alliances. This includes regional training and networking opportunities and practice strategies that can help increase your revenue stream and build your bottom line.

Access and Resources

Woodbury Financial also provides you with internal sales support through the Sales Desk and the Advanced Sales and Qualified Plans team. This two-tiered structure provides you with solution-driven, product-agnostic resources to rely on for assistance across the spectrum—from simple product recommendations to intricate case design. Together, this group includes experienced professionals who average more than 20 years of experience in the financial services industry, delivering practical, effective input.The bottom line is that we put our advisors first with real people delivering real solutions. If you are considering a change of broker-dealers, we invite you to put Woodbury Financial on your short list.