W. Keith Wood, CFP®, CPWA®

Senior Private Wealth Advisor

Keith serves as a Senior Private Wealth Advisor at Carpion Private Wealth, where he works closely with high-net-worth and ultra-high-net-worth individuals and families to deliver thoughtful, customized wealth management solutions. He specializes in investment management, advanced estate planning strategies, tax analysis and guiding clients through complex financial decisions with clarity and confidence.

As a former educator, Keith brings a lifelong passion for teaching and clarity to his work in financial services. He entered the industry in 1982 with E.F. Hutton and spent the next thirty-seven years navigating multiple corporate transitions while remaining in the same office—building deep, long-standing relationships with the clients and families he served.

Keith has extensive experience advising ultra-high-net-worth individuals and families, corporate executives, business owners, and medical professionals, providing thoughtful guidance across complex wealth, investment, and planning needs.

Prior to retiring from Morgan Stanley in 2019, Keith held the roles of Senior Portfolio Manager, Family Wealth Director, and Senior Vice President. He earned the Certified Financial Planner™ (CFP®) designation during his tenure and, more recently, the Certified Private Wealth Advisor® (CPWA®) designation—reflecting his continued commitment to advanced planning and fiduciary excellence.