Cari Woods
Registered Paraplannersm
cwoods@dbroot.com
Cari joined D.B. Root in March 2007, and her focus is to support the advisory team headed by David Root Jr. with review preparation, problem solving, and various administrative tasks such as scheduling appointments, compiling and analyzing data, and more. Cari recently passed the Registered Paraplannersm exam and is working towards obtaining her FINRA Series 7 registration. What distinguishes Cari is her positive attitude, attention to detail and keen organizational skills.
Prior to joining D.B. Root, Cari gained valuable experience working in the banking industry for over eight years, and her efforts were recognized with a series of promotions ranging from sales representative to investment analyst.
Cari is the mother of two lovely children, Alison and Jermaine, and they are the “light of her life.”
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