William D. Woodmansee, Jr.
President
William (Woody) Woodmansee brings over 35 years of advisory and wealth management experience to his role as President of Commerce Advisors. Woody began his career in the financial services industry in 1987 with Union Planters Investment Bankers Group. In 1990 he joined the First Tennessee Bank Bond Division as Vice President while continuing to advise both high net worth families and institutional clients. In 1992, Woody transitioned his practice to Prudential Securities. He spent the next 8 years serving on the Director’s and Chairman’s council with Prudential. In 2000, Woody formed / established Woodmansee Wealth Management Group of Wachovia Securities advising and consulting to private and institutional clients. The business model focused on customizing asset allocations in accordance with investment and spending policies. Woody was recognized for his outstanding performance and remarkable client service by being named to the Chairman’s Circle of Excellence at Wachovia Securities.
In 2009, Woodmansee Wealth Management Group was acquired by Commerce Holdings, LLC.
- Served on the Finance Committee of The Catholic Diocese of Memphis from 2010 – 2012
- Institutional clients currently advising 4 (includes pension profit sharing plans, 401k plans, foundations, family limited partnerships, and family trusts)
- Currently serving as Trustee or Successor Trustee for five accounts
- Licenses held: Series 7, 63, and 65
- While a registered investment advisor for Commerce Advisors, LLC, Mr. Woodmansee also maintains securities licenses with Purshe Kaplan Sterling Investments (PKS) in order to service the insurance needs of Commerce Advisors’ clientele.