CLIENT SUPPORT SPECIALIST,
CERTIFIED PUBLIC ACCOUNTANT

TONY
WOODLEY

Email: tony@sterlingretirement.com
Phone: 763.762.3403

 

PROFESSIONAL

Preparation is key to establishing a successful client-advisor relationship. Tony helps Sterling Retirement Resources maintain their reputation; always in the trenches, ensuring all documents are ready before each client meeting. You may observe him seamlessly talking to clients and then connecting the dots with advisors to keep everyone on the same page.

Tony earned his bachelor’s degree in accounting and finance in the spring of 2019. He began his professional career at Deloitte as an auditor and earned his Certified Public Accountant (CPA) license in March of 2021 before joining the Sterling team in October 2021. Tony has since earned his FINRA Series 7 and Series 66 securities registrations.


Certifications

Certified Public Accountant

Education

Bethel University

IN THE NEXT
TEN YEARS...

In 10 years, I hope to be a homeowner with kids and dogs to keep me busy!

PERSONAL

Tony was born and raised in Edina, MN. In his free time, you can most likely find him outdoors. He enjoys playing soccer in a men’s league with his college friends. In addition, Tony likes spending time up north, boating, and water skiing with his friends and family. An avid traveler, Tony loves to visit new places with his wife. Next up on their travel list is Zion National Park in Utah, and Lofoten, Norway.

YOUR TEAM

Sterling Retirement Resources, Inc.
120 Broadway Ave S, Suite 200
Wayzata, MN 55391
Main: 763.762.3400  
Fax: 763.762.3409

Megan Gehrman, and Luke Strom are Registered Representatives offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency,LLC), Member FINRA, SIPC,a Broker-Dealer and a Registered Investment Advisor. Some advisory services offered through AdvisorNet Wealth Partners. Sterling Retirement Resources, AdvisorNet, and Cetera Advisor Networks LLC are not affiliated. Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.

Not all of the products and services referenced on this site may be available in every state and through every advisor listed.

For additional information please contact the advisor(s) listed on the site. Visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Davis Breen & Tony Woodley are Registered Representatives with Cetera Advisor Networks LLC.

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