Meet Will Woodard, CFP®, president and owner of Dare Capital Management
Will W. Woodard, III, CFP® is a native of Wilson, NC. He is an Eagle Scout, a 1980 graduate of Ralph L. Fike High School and a 1984 graduate of the University of North Carolina at Chapel Hill. Will opened Dare Capital Management in 2001 and earned the Certified Financial Planner ™ designation in September, 2003. Will has worked full-time as a financial planner and registered investment advisor since 2001, helping clients navigate the fallout from the dotcom crash of the early 2000’s, the financial crisis of 2008-2009, the COVID-19 pandemic of 2020 – 2021, and the long bull markets along the way.
In addition to holding the NASAA Series 65 investment advisor license, Will holds an active North Carolina real estate broker’s license. Prior to opening his own firm, Will worked for seventeen years in restaurant sales, management and accounting, as well as real estate property management and sales on the Outer Banks. Will has lived on the Outer Banks since 1984 and lives in Southern Shores, NC with partner Suzy Rich. Suzy and Will have three children: Leo Woodard, Tony Weaver, and Susannah Weaver.
Will would like to acknowledge his late dad, Will W. Woodard, Jr. CLU, a Hall of Fame agent with Jefferson Standard (later Jefferson-Pilot) Financial, for instilling in him a life-long love of the financial markets, investments, and helping people. Dad practiced fiduciary investment management- before anyone identified it as a best practice- because it was simply the right thing to do. He loved treating clients like he would want to be treated. That’s been the goal of Dare Capital Management since 2001 and is still very much the goal today.
Dare Capital Management
Since 2001, Dare Capital Management has provided fee only fiduciary investment services on the Outer Banks of North Carolina. We offer ongoing investment management and planning through the assistance of a Certified Financial Planner™️.
Managing investment portfolios and financial investments can take a lot of time to oversee. Dare Capital Management is happy to help those passionate about their investments and the folks who are not prepared to involve themselves with managing their accounts. We get to know our clients on a personal level and prepare an investment game plan that considers your individual circumstances and goals.