Sherwood (Woody) Forman
Chief Compliance Officer & LPL Registered Administrative Associate
Sherwood graduated from the University of Miami with a degree in Accounting and earned his MBA in Finance. Sherwood is a Florida Licensed Life, Health, and Variable Annuity Agent and holds the FINRA Series 65 license through Lifespan Financial Strategies, Inc. and the Series 6 license through LPL Financial. Sherwood handles the interactions with investment companies and retirement plan providers to ensure that the strategies you develop are carried out with precision.