John Woodward, LUTCF
Financial Advisor
John J. Woodward is the Founder and President of Watermark Investment Services, LLC a custom solutions provider of investment services for businesses and individuals throughout West Michigan. He has more than 19 years of senior level leadership experience in the private sector and 30 years working with clients as a retirement income specialist.
In 1990, John partnered with The Principal Financial Group in Grand Rapids, MI. In 1996, John established Watermark Investment Services LLC. In 2012, Zac Woodward, John's son, joined Watermark as a business partner. In 2023 the Watermark family of business consolidated under a new name of Watermark Advisory Group.
John is a member of the National Association of Insurance and Financial Advisors (NAIFA).
He's also a qualifying Lifetime member of Million Dollar Round Table (MDRT).
Professional Credentials include:
- Series 6 General Securities Registered Representative
- Series 63 Uniform Securities ACT
- Series 65 Investment Advisor Representative
- Life, Health and Variable Annuity Agent
- Property and Casualty Agent
Community Involvement: Advocate of Kids Food Basket, Member of Grandville-Jenison Chamber of Commerce.