FOUNDER, VISIONARY
& ADVOCATE
As the Founder and Chief Visionary Officer of Gateway Financial Partners, David continues to push the industry forward with bold ideas, trusted leadership, and an unwavering commitment to advisor success. From main-stage conferences to one-on-one conversations, he’s focused on empowering advisors at every stage of their journey.
A TRUSTED SPEAKER
IN THE INDUSTRY
- Market Counsel Summit
- NAIFA Apex Conference
- JOLT
- AcquireUp Host University
- NAIFA E3 Collaborate
GET DAVID'S PERSPECTIVE
FROM 30,000 FEET
In Connecting Flight, David Wood shares lessons shaped by decades of leadership, entrepreneurship, and life on the road. Drawing from 120 to 180 flights a year, David offers a candid look at the decisions, ideas, and experiences that continue to shape his perspective on business, growth, independence, and the financial services industry.
This newsletter offers a closer look at the way David thinks, leads, and continues to challenge what is possible for independent practices.
IN THE SPOTLIGHT
FEATURED APPEARANCES
ABOUT DAVID
David Wood, a pioneer in the financial services industry, established Gateway Financial Partners in 1994, which he continues to steer as the Chief Visionary Officer. Wood’s experience spans across several decades, marking him as a leader, an accomplished entrepreneur, and an influential figure in the financial landscape. He possesses an innate ability to identify growth opportunities and is committed to delivering innovative strategies that elevate the success of independent practices.
David is passionate about community engagement; he is renowned for his dedication to supporting not only local initiatives but nationwide initiatives. David is a signee of The Fearless Pledge, serves on the board of Females & Finance, is a frequent national speaker and has presented at many industry conferences, including the MarketCounsel Summit, Investment News RIA Summit, The TPN Conference, NAIFA’s Apex Conference, and Nitrogen’s Fearless Investing Summit. David is frequently quoted in WealthManagement.com, Investment News, and Yahoo Finance.
Wood is an ‘idea man’, passionate about providing his advisors with the support they need to help grow their independent practices and is full of fresh perspectives, undoubtedly shaping his extraordinary career trajectory. Today, Gateway proudly supports 170 advisors in 26 states, and remains a beacon for innovation and integrity in the financial services industry.
CORE
VALUES
David’s motivation is to provide financial advisors and their clients with exceptional service—one that emphasizes continuous improvement while upholding both personal and professional integrity.
PARTNERSHIP
We are committed to building long-term relationships with every client we serve. Our partnerships are most important to us; creating a relationship built on trust and transparency between our team and our advisors results in the same valuable relationship between our advisors and their clients. We pride ourselves on partnering with those who believe in our vision and support our mission.
TEAMWORK
At Gateway, we operate as one cohesive unit. Our priority is providing our team with the support necessary to excel. We take care of our team first; happy internal customers equal happy external customers. Through accountability, communication, and collaboration, our team is able to abundantly serve our advisors and their clients. When one succeeds, we all celebrate, and when one fails, we adapt and solve. We are united in success and committed to continuous growth.
INNOVATION
We provide superior service from a skilled and knowledgeable team through our continuous investment in the most advanced practices and cutting-edge technology. We keep our sights set on scaling up the future, while maintaining intentional and dedicated care to the present. Our attention to innovative detail sets us apart.
SUPERIOR CUSTOMER EXPERIENCE
We want our advisors and their clients to know we care about every facet of their lives and will serve them accordingly. When our clients are reaching milestones such as marriage, buying their first house, or moving up in the company, we celebrate them. When our clients are grieving loss or are stuck in conflict, we console. Financial support and advice need to be personalized, and our success is directly linked to earning the trust and confidence of our clients.
INTEGRITY & RESPECT
Our company is built upon creating a strong relationship of trust and steadfast values. We vow to align wealth creation with personal objectives; honor the internal values and desires of our team, advisors, and clients; and meet our people wherever they land on the Bench of Life™.
FREEDOM
We are dedicated to the independent advisor. Our advisors have the freedom to operate with flexibility to best suit their lifestyle and that of their clients’, allowing them to provide an unbiased, nonproprietary, and client-centric approach. Both our clients and advisors have worked hard to achieve their freedom. We’re here to help them plan for the future and protect it.