McGladrey Names Tony Wood National Leader, Private Client Services
McGladrey LLP – the nation’s leading provider of assurance, tax and consulting services focused on the middle market – has promoted Tony Wood to national service line leader of the firm’s Private Client Services (PCS) team.
In his new role, Wood will be responsible for developing strategy, integrating with regional tax leaders and other PCS partners; enhancing tools, processes and training; continuing integration of PCS and Wealth Management service lines; and clarifying PCS’s role in serving high net-worth clients. Wood will continue to be based out of McGladrey’s Atlanta office.
“Private Client Services is a group of dedicated, seasoned professionals who work closely with individual clients and their families on sophisticated strategies related to estate, gifting, philanthropy and general business planning,” said Jeff Johannesen, national tax leader for McGladrey. “This service line distinguishes McGladrey from the competition by allowing us to help our middle market clients’ meet not only their business goals, but also their personal financial goals. Tony’s leadership will build on the success that we’ve been able to create for our clients.”
“At McGladrey, we understand that ‘one size doesn’t fit all’ when it comes to wealth management, and we strive to help each of our clients meet their unique and individual goals,” said Wood. “I’m looking forward to leading the family wealth services team, and to building on the group’s already strong relationship with our clients.”
Wood has more than 25 years of senior leadership and practice development success in the financial and accounting professions. Prior to joining McGladrey, he guided many of the top U.S. accounting firms, financial services firms, private banks and law firms in reengineering business models, creating national platforms, enriching business development and marketing techniques, and devising new distribution channels to serve clients. He holds a B.S. in social science and finance from Tulane University.
Effective Oct. 26, 2015, McGladrey will unite with fellow members of our global network under the common brand name RSM. McGladrey LLP is the leading U.S. provider of assurance, tax and consulting services focused on the middle market, with 8,000 professionals and associates in 80 cities nationwide. A licensed CPA firm, McGladrey serves clients around the world through RSM International, a global network of independent accounting, tax and consulting firms. For more information, join our Facebook fan page at McGladrey News, follow us on Twitter @McGladrey, and connect with us on LinkedIn, and/or on YouTube.