designing your tomorrow
Wealth Planning and Wealth Management
designing your tomorrow
Wealth Planning and Wealth Management
Wealth management tailored to fit your needs
Welcome to Billfish Wealth Management
We are an independent wealth management firm located in Bradenton, FL. Daniel Wood and Ryan Buckle are Registered Representatives with LPL Financial. Our mission is to get to know our clients and help them to pursue their financial goals through education, communication and service. Whether that goal is a fruitful retirement, college savings, or legacy planning, we provide distinct and holistic individual guidance to help you manage your plan.
Our Mission Statement
Our mission is to help each client pursue financial independence, maintain financial independence throughout retirement, and distribute their wealth in an intentional well thought out process.
Watch for Billfish Wealth University events
We provide a great spread of bagels, pastries, and beverages. Our morning coffee clubs are just your style. We provide topics beneficial to your financial situation with experts from the area.
Preservation Planning
Now is a perfect time to be reminded of why you worked so hard to save for retirement. As you spend time with family, consider that now is a great time to review what you have put in place to preserve those retirement savings.
If you have questions, we are here to answer them!
Please contact us at 941-584-4098 and we would be glad to offer feedback to assist in your needs.
About Us
Billfish Wealth Management is able to provide deep expertise in various areas of financial management. We will never impose a pre-packaged agenda that include proprietary products. Clients will never be assigned a predetermined financial profile. We listen to you and partner with you to be sure that your wishes are carried according to your plan. We can handle multiple tiers of wealth in a truly personalized way, whatever is best for each of our clients.
A Proven Approach
We enjoy getting to know our clients, so we can set financial goals in partnership with them in order to better understand their tolerance for risk and ensure they understand the planning process, every step of the way.
“I find it a privilege to partner with my clients and assist them in creating their life plan,” Daniel Wood says. “While my role is to represent their interests through sophisticated investment decisions, I like to simplify the process for them so they feel empowered and engaged in the process.”
Why Us?
Our goal is to exceed client expectations, identify future needs and deliver clear, concise approaches.
Our team provides exceptional client relationships with honesty, integrity and open communication.
Our mission is to help each client pursue financial independence, maintain financial independence throughout retirement, and distribute their wealth in an intentional well thought out process. In addition, we believe the only way to deliver on our mission is to coordinate our efforts with our clients' tax advisor and attorney to provide a comprehensive, team approach to serving all of our clients' financial needs.
Our Team
Daniel Wood, Principal & President
Daniel Wood, Principal & President
Daniel Wood, Principal & President
Hometown: Jupiter, FL
B.S. degree, Florida State University
Work experience:
- Bank lending in Tampa, FL, Denver, CO, Bradenton, FL (1992-1999)
- Mortgage firm owner in Bradenton, FL (1999-2010)
- Financial Advisor in Bradenton, FL (2010-2013)
- President of Billfish Wealth Management since 2014
Certifications:
- Series 7 and 66
- 215 Health, Life
Hometown: Jupiter, FL
B.S. degree, Florida State University
Work experience:
- Bank lending in Tampa, FL, Denver, CO, Bradenton, FL (1992-1999)
- Mortgage firm owner in Bradenton, FL (1999-2010)
- Financial Advisor in Bradenton, FL (2010-2013)
- President of Billfish Wealth Management since 2014
Certifications:
- Series 7 and 66
- 215 Health, Life, and Variable Annuity insurance license
Community involvement:
- Founded Local Leads International, a community-based business networking group located in Manatee County
- Member of Manatee County Chamber of Commerce
- Anna Maria Island Power & Sailing Squadron executive officer
- Founding Father of Classic SeaCraft boating forum
- Youth for Christ board member
- Servants of Christ Hands and Feet Ministry board member
- Dave Ramsey Financial Peace University leader since 2011
- Legacy Business Leaders men's group member
- Bayside Community Church, West Bradenton Campus member
Personal life:
Married with 3 children
Danny enjoys sailing, powerboating, fishing and traveling with family
Ryan Buckle, Principal
Daniel Wood, Principal & President
Daniel Wood, Principal & President
Hometown: Bradenton, FL
US Navy veteran
Work experience:
- United States Navy (1997-2001)
- Corporate pilot (2001-2008)
- Financial Advisor in Bradenton, FL since 2008
Certifications:
- Series 7 and 66, licensed in 2 states (FL and TX)
- 215 Health, Life and Variable Annuity insurance license
Community involvement:
- Manatee Riverside Rotary Club,
Hometown: Bradenton, FL
US Navy veteran
Work experience:
- United States Navy (1997-2001)
- Corporate pilot (2001-2008)
- Financial Advisor in Bradenton, FL since 2008
Certifications:
- Series 7 and 66, licensed in 2 states (FL and TX)
- 215 Health, Life and Variable Annuity insurance license
Community involvement:
- Manatee Riverside Rotary Club, past president
- West Bradenton Baptist Church member
- Leader of "The Family Love Letter" program
Personal life:
Married with 3 children
Ryan enjoys fishing, cooking, aviation and time with his family
Jenan Wood
Mia McCorkle, Customer Relations Manager
Mia McCorkle, Customer Relations Manager
Hometown: Tampa, FL
B.S. degree, Florida State University
Masters in Divinity, Fuller Institute
Work experience:
- Litigation Paralegal, Tampa, FL, Denver, CO, Bradenton, FL (1994-2003)
- Mary Kay Sales Director, Bradenton, FL since 2003
- VP Billfish Wealth Management, Bradenton, FL since 2014
Community involvement:
- Young Life high school min
Hometown: Tampa, FL
B.S. degree, Florida State University
Masters in Divinity, Fuller Institute
Work experience:
- Litigation Paralegal, Tampa, FL, Denver, CO, Bradenton, FL (1994-2003)
- Mary Kay Sales Director, Bradenton, FL since 2003
- VP Billfish Wealth Management, Bradenton, FL since 2014
Community involvement:
- Young Life high school ministry, Denver, CO
-Youth for Christ high school ministry, Bradenton, FL
- Family Life Community School homeschool partner
- Bayside Community Church, West Bradenton campus member
- Bible Study Fellowship International member
Family life:
Married with 3 children
Jenan enjoys boating, gardening, crocheting, traveling with family
Mia McCorkle, Customer Relations Manager
Mia McCorkle, Customer Relations Manager
Mia McCorkle, Customer Relations Manager
Hometown: Honolulu, Hawaii
B.S. degree, West Virginia University
Work experience:
- Personal Banker in West Virginia and South Carolina (2000-2014)
- Office Administrator for Billfish Wealth Management since 2015
Community involvement:
- Parent Teacher Association, Bradenton, FL
Personal life:
Married with 3 children
Mia enjoys traveling, the beach and spending time with family
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