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Dallas/Fort Worth Five Star award winner

PROFESSIONAL ACCOMPLISHMENTS

AWARDS

  • Five Star Wealth Manager award winner, 2015-2019
  • Best of Denton - Top 3 Financial Planning, 2019
  • Best of Denton - Top 3 Financial Planning, 2016
  • Living Magazine / Denton - Best Financial Advisor, 2015
  • CFP® certification, 2007
  • Named “Member of the Year” by Denton’s Young Professionals, 2003
  • Dave Ramsey SmartVestor Pro

 

Mike Woods began his career in the financial services industry as a financial advisor with Carl H. Stocker & Associates, an investments and insurance firm in Denton, Texas, in December of 1997. In 2006, Carl Stocker & Associates was transformed into Stocker Woods Financial where Carl and Mike formed a partnership. Mike earned the CERTIFIED FINANCIAL PLANNER™ designation in 2007. After serving for five years as the vice-president of the firm, Mike was promoted in March of 2011 to president of the firm. In mid-2016, he bought out his mentor and business partner of 19 years and assumed the role of president and CEO of the firm as well as being the lead wealth advisor.

Mike has led Dave Ramsey’s nationally recognized Financial Peace University classes, as Mike is a big fan of the Dave Ramsey program. Every year, he works with families across the country to become debt-free, build wealth and give money to charities. Mike is one of Dave Ramsey’s SmartVestor Pros.

Mike volunteers both locally and nationally. He currently serves on board of directors for the Denton Public School Foundation. Previously, he served on the finance and numerous other committees at his church and the board of directors of the Denton Chamber of Commerce, and he served on and is a past chairman of the Adopt-A-School advisory council. Mike also serves on several boards and advisory council groups for his national clearing firm. 

Mike graduated from the Leadership Denton program in 2004. Mike served on the board of directors for Denton’s Young Professionals in 2004 and 2005. During that time, he served on numerous committees while he was a member of the organization, giving special attention to the Adopt-A-School program. In 2003, Denton’s Young Professionals named Mike "Member of the Year.”

Mike has been a guest lecturer at the University of North Texas, Texas Woman’s University and various public schools all over the DFW metroplex.  He has spoken on the topics of financial planning, investments, retirement and insurance planning. Furthermore, he has been the featured presenter for staff training at public schools, university human resource department benefits meetings and at various church programs and community groups on the topics of finances and investing. 

Prior to his career as a financial advisor, Mike served four years in the United States Marine Corps. He graduated from the University of North Texas in 1998.

Mike is married to his wonderful wife, Dorothy, and they have two beautiful daughters, Megan and Rachel. The family worships and is actively involved at Cross Timbers Church.

In his personal time, Mike can usually be found entertaining friends and family in or near the pool or on a lake, traveling, or trying to enjoy life to fullest extent with Dorothy and the girls.

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Securities offered through CambSridge Investment Research Inc., a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Cambridge and Stocker Woods Financial are not affiliated.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,899 Dallas-Fort Worth wealth managers wealth managers were considered for the award; 393 (10 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners; 2014: 5,080 considered, 621 winners; 2013: 3,834 considered, 698 winners; 2012: 2,688 considered, 654 winners.