Constance L Woods, CIMA®, QPFC
First Vice President,
Financial Advisor,
First Vice President,
Financial Planning Specialist,
Investment Management Consultant,
Qualified Plan Financial Consultant
Direct:
(404) 459-3876(404) 459-3876
Toll-Free:
(800) 825-7171(800) 825-7171
My Mission Statement
To successfully serve the wealth management needs of my clients with a spirit of excellence, integrity, and professionalism as my responsibility to help positively impact generations to come
My Story
For over 41 years I have lent my knowledge and experience to families, businesses, and institutions across the country, helping build legacies of generational wealth throughout every stage of life. As my client, your trust is my first priority, and to that end I take great care in seeking answers to the questions you may have.
How do I define success? Success is finding out which college your little girl or boy chooses, and knowing that the financial planning we have done will help fund their education. Success is hanging their high school and college graduation announcements on my wall every May and June. Success is receiving the call from a client who has decided to retire, knowing that this decision started decades ago with a financial plan. Success is helping families navigate loss, in all its forms, through risk management and estate planning strategies. And greatest of all, success is celebrating your accomplishments and milestones with you – graduations, weddings, retirement celebrations and so much more.
My greatest reward as your advisor is in helping you discover financial freedom by integrating comprehensive financial planning into the fabric of your life.
How do I define success? Success is finding out which college your little girl or boy chooses, and knowing that the financial planning we have done will help fund their education. Success is hanging their high school and college graduation announcements on my wall every May and June. Success is receiving the call from a client who has decided to retire, knowing that this decision started decades ago with a financial plan. Success is helping families navigate loss, in all its forms, through risk management and estate planning strategies. And greatest of all, success is celebrating your accomplishments and milestones with you – graduations, weddings, retirement celebrations and so much more.
My greatest reward as your advisor is in helping you discover financial freedom by integrating comprehensive financial planning into the fabric of your life.
Securities Agent: DE, NJ, PR, KY, VA, TX, WA, NC, GA, AL, SC, MD, OH, NY, TN, MA, FL, CA, PA, LA, DC, OR; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1282542
CA Insurance License #: 4059395
NMLS#: 1282542
CA Insurance License #: 4059395
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Professional Bio
CONSTANCE L. WOODS, CIMA®
Financial Advisor
First Vice President
Investment Management Consultant
Financial Planning Specialist
Certified Investment Management Analyst℠
Morgan Stanley
NMLS # 1282542
For over 41 years, Constance has been assisting clients with their cash management, investment, and financial services. Constance has been at Morgan Stanley since 2000. She is a magna cum laude graduate of Fayetteville State University, earning her BS degree in Business Administration. Constance has also earned the designations of Investment Management Consultant, Financial Planning Specialist. She is series 7, 63, 66, and 31 securities licensed and is (life, health, accident, variable life and variable annuity) insurance licensed. She is also a member of the National Association of Securities Professionals and Investment Management Consultants Association, Inc.
Constance has earned the designation of Certified Investment Management Analyst℠ CIMA®. The CIMA® designation is delivered by Investment Management Consultants Association (IMCA). This advanced graduate level investment consulting course is sponsored by IMCA and taught in conjunction with The Wharton School of University of Pennsylvania.
In her practice, Constance focuses on wealth management strategies of accumulation, preservation and transfer needs of successful individuals and institutions. Her clientele consists of individuals, foundations, endowments, profit and non-profit corporations. She is passionate about providing professional wealth management advice with integrity to help her clients reach their financial goals.
Constance is a community activist who is constantly seeking ways to give back to her community. She helps improve her community through her involvement with the 30901 Development Corporation, CSRA Youth Classic, The Lucy Laney Museum, and the Delta House. She also conducts community Finance and Investing workshops and seminars. She has taught “How to Finance a Home” at Augusta University. She has been a professional presenter at numerous financial and investments forums, including NAFEO’s (National Association for Equal Opportunity in Higher Education) 30th “National Leadership Summit to Develop an Agenda on Blacks in Higher Education” and the HBCU (Historically Black Colleges and Universities) Title III Administrators “Project Directors Technical Assistance Workshop.” She has been a visiting Corporate Executive at Augusta University, Paine College Upward Bound, George P. Butler High School, Murphy Middle School, and the National Urban League’s Black Executive Exchange Program (BEEP). Her past board memberships have included the Republican Conference HBCU Initiative, The Augusta Cancer Center Development Initiative, CSRA Business League, and George P Butler High School Work Based Learning Advisory Board.
Constance has written Finance and Investment columns for various magazines and publications.
Financial Advisor
First Vice President
Investment Management Consultant
Financial Planning Specialist
Certified Investment Management Analyst℠
Morgan Stanley
NMLS # 1282542
For over 41 years, Constance has been assisting clients with their cash management, investment, and financial services. Constance has been at Morgan Stanley since 2000. She is a magna cum laude graduate of Fayetteville State University, earning her BS degree in Business Administration. Constance has also earned the designations of Investment Management Consultant, Financial Planning Specialist. She is series 7, 63, 66, and 31 securities licensed and is (life, health, accident, variable life and variable annuity) insurance licensed. She is also a member of the National Association of Securities Professionals and Investment Management Consultants Association, Inc.
Constance has earned the designation of Certified Investment Management Analyst℠ CIMA®. The CIMA® designation is delivered by Investment Management Consultants Association (IMCA). This advanced graduate level investment consulting course is sponsored by IMCA and taught in conjunction with The Wharton School of University of Pennsylvania.
In her practice, Constance focuses on wealth management strategies of accumulation, preservation and transfer needs of successful individuals and institutions. Her clientele consists of individuals, foundations, endowments, profit and non-profit corporations. She is passionate about providing professional wealth management advice with integrity to help her clients reach their financial goals.
Constance is a community activist who is constantly seeking ways to give back to her community. She helps improve her community through her involvement with the 30901 Development Corporation, CSRA Youth Classic, The Lucy Laney Museum, and the Delta House. She also conducts community Finance and Investing workshops and seminars. She has taught “How to Finance a Home” at Augusta University. She has been a professional presenter at numerous financial and investments forums, including NAFEO’s (National Association for Equal Opportunity in Higher Education) 30th “National Leadership Summit to Develop an Agenda on Blacks in Higher Education” and the HBCU (Historically Black Colleges and Universities) Title III Administrators “Project Directors Technical Assistance Workshop.” She has been a visiting Corporate Executive at Augusta University, Paine College Upward Bound, George P. Butler High School, Murphy Middle School, and the National Urban League’s Black Executive Exchange Program (BEEP). Her past board memberships have included the Republican Conference HBCU Initiative, The Augusta Cancer Center Development Initiative, CSRA Business League, and George P Butler High School Work Based Learning Advisory Board.
Constance has written Finance and Investment columns for various magazines and publications.
Education and Licensing
- Certified Investment Management Analyst® sm, CIMA® Designation Conferred by the Investment Management Consultants Association, IMCA Graduate Level Coursework Completed at The Wharton School of Business University of Pennsylvania
- Investment Management Consultant Morgan Stanley Consulting Group
- Financial Planning Specialist Designation
- Accredited Investments Fiduciary Auditor Program Katz Graduate School of Business University of Pittsburg
- BS - Business Administration Magna Cum Laude Honors Graduate Fayetteville State University Fayetteville, NC
- Series 7 - General Securities Representative License
- Series 63 - Uniform State License
- Series 66 - Combined Investment Advisory Agent & Uniform State License
- Series 31 - Managed Futures License
- Life, Health, Accident, Variable Life & Annuity Insurance Licenses
Experience
- 2000 - Present: Morgan Stanley
- Certified Investment Management Analyst®SM
- Investment Management Consultant
- Financial Advisor
- Financial Planning Specialist
- Experienced in Financial Services Industry Since 1980: Various Financial Institutions
Honors
- Featured Instructor - "How To Finance A Home" Augusta State University
- Featured Presenter - "2002 Women of Excellence thru Obedience, Sacrifice, Surrender, and Service" Conference Augusta, GA
- Visiting Corporate Executive- Augusta State University, Paine College, Paine College Upward Bound, George P. Butler High School, Murphy Middle School
- Finance and Investment Columnist - The Augusta Focus, The Metro Courier, The Rise Newspaper, The Grove
- Featured Financial Advisor - Money Wise Investment Strategies Article October 2004 Black Enterprise Magazine
- Presenter - National Association For Equal Opportunity in Higher Education (NAFEO) 30th "National Leadership Summit to Develop an Agenda on Blacks in Higher Education" April 2005, Washington, DC
- Presenter - Historically Black Colleges and Universities (HBCU) Title III Administrators "Project Directors Technical Assistance Workshop" June 2005, Atlanta, GA
Associations
- 30901 Development Corporation - Volunteer Instructor Augusta, GA
- Central Savannah River Area (CSRA) Business League - Past Board Member Augusta, GA
- Central Savannah River Area (CSRA) Youth Classic - Volunteer Instructor Augusta, GA
- George P. Butler High School Work Based Learning Advisory Board - Past Board Member Augusta, GA
- Savannah River College Business Advisory Board- Past Board Member Augusta GA
- The Augusta Cancer Center Development Initiative - Past Board Member Augusta, GA
- The Delta House - Volunteer Instructor Augusta, GA
- The Lucy Laney Museum - Volunteer Instructor Augusta, GA
- The Republican Conference Historically Black Colleges & Universities (HBCU) Initiative- Past Board Member Washington, DC
Location
5565 Glenridge Conn
Suite 1900
Atlanta, GA 30342
US
Direct:
(404) 459-3876(404) 459-3876
Toll-Free:
(800) 825-7171(800) 825-7171
Fax:
(404) 759-2918(404) 759-2918
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
Article Image
Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
Article Image
Ready to start a conversation? Contact Constance L Woods today.
1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
2Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
3Investors should consider many factors before deciding which 529 plan is appropriate. Some of these factors include: the Plan’s investment options and the historical investment performance of these options, the Plan’s flexibility and features, the reputation and expertise of the Plan’s investment manager, Plan contribution limits and the federal and state tax benefits associated with an investment in the Plan. Some states, for example, offer favorable tax treatment and other benefits to their residents only if they invest in the state’s own Qualified Tuition Program. Investors should determine their home state’s tax treatment of 529 plans when considering whether to choose an in-state or out-of-state plan. Investors should consult with their tax or legal advisor before investing in any 529 Plan or contact their state tax division for more information. Morgan Stanley Smith Barney LLC does not provide tax and/or legal advice. Investors should review a Program Disclosure Statement, which contains more information on investment options, risk factors, fees and expenses and possible tax consequences.
4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
