Marley Wood

Marley Wood is a Wealth Advisor at BentOak Capital and a CERTIFIED FINANCIAL PLANNER professional who joined the firm in 2020. She works directly with clients to develop comprehensive financial plans that reflect their goals, priorities, and long-term vision for wealth and legacy. Marley’s approach centers on understanding what matters most to each client and guiding them with clarity, discipline, and care through every stage of life.

With a Bachelor of Science in Agricultural Economics (Finance & Real Estate) and a minor in Personal Financial Planning from Texas A&M University, Marley brings a grounded analytical perspective to financial planning and wealth management. Her expertise includes retirement planning, investment strategy, education funding, and multigenerational wealth transfer, all delivered through a collaborative, client-first process designed to create confidence and direction.

Within the firm, Marley’s CFP® credentials add valuable depth to BentOak Capital’s advisory capabilities, particularly in areas where thoughtful planning and personal goals intersect. Her role strengthens the team’s ability to partner with clients on holistic solutions that balance today’s needs with tomorrow’s opportunities.

Outside of her professional work, Marley is passionate about the equestrian world. She competes in cutting horse events and is an active member of the National Cutting Horse Association. When she’s not riding, she enjoys runs with her Goldendoodle, Dolly, and is an avid reader whose favorite book is *The Psychology of Money*.