MEET OUR TEAM

Ann Wood

Financial Professional, Seminar Director

Ann Wood, our Seminar Director is responsible for resident education. She joined Prime Financial Services as a financial professional to help doctors and medical professionals learn critical lessons on how to save on taxes and build strong financial plans. After working as a senior manager in the wholesale industry, and a move to Connecticut, she changed careers in order to focus on helping others with making sound financial decisions. 

She received a BSB from the Carlson School of Management from the University of Minnesota. In her free time, she also enjoys spending time with her family doing all things related to the outdoors and is a passionate art enthusiast.

Doctors

Ready to take charge of your financial future with the people who have been helping medical professionals since 1956?

Helping  Medical Professionals

with Their Money Since 1956.

Contact Us

187 Danbury Road, Second Floor

Wilton, CT 06897

Phone | (203)966-7243

Fax | (203)972-0224

Email | prime@pfinancialservices.com

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*Registered Representatives of, and Securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC. 210 Park Avenue Suite 101, Florham Park, NJ 07932 (973) 538-9100. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Prime  Financial is independent of HTK, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.

Our representatives are licensed and registered in our resident state of CT, as well as additional states. Not and offer or solicitation in any state where reps are not properly licensed.

The views expressed are those of the presenting party and may not reflect those of HTK or its affiliates.

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