E. Charles Woodbury, Registered Representative with NYLife Securities LLC

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E. Charles Woodbury, Registered Representative with NYLife Securities LLC Agent licensed to sell insurance through New York Life Insurance Company I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

10375 Centurion Parkway N, Ste 300
Jacksonville, FL 32256
904.997.3000

If you are at NAS for the Blue Angles and the Thunderbirds, stop by and catch up.
10/17/2026

If you are at NAS for the Blue Angles and the Thunderbirds, stop by and catch up.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3VCejAu

If it gets you thinking about your own plans, send me a message.

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for inco...
10/10/2026

The way retirement income is taxed can change depending on when assets are accessed and which accounts are used for income. Understanding these dynamics may help support more informed decisions over time.

If you'd like to discuss how taxes could affect your retirement income strategy, let’s schedule some time to talk.

Jacksonville friends: When was the last time you checked what your savings is actually earning?I recently compared rates...
10/08/2026

Jacksonville friends: When was the last time you checked what your savings is actually earning?

I recently compared rates available at several local credit unions with other options available today.

The difference surprised me.

If you have money sitting in a savings account, money market, or CD, it may be worth spending 15 minutes finding out:

• What you're earning now
• What other options are available
• How much liquidity you actually need
• Whether your money could be working harder without taking on stock-market risk

I'm not suggesting you abandon your credit union.

I'm suggesting you know your options.

If you live in the Jacksonville area and have cash or a CD you'd like me to review, message me **“RATE CHECK.”** or Schedule a meeting and include RATE CHECK in the comments - https://bit.ly/4rWmnIb

I'll help you compare the numbers.

10/06/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/04/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibilit...
10/02/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

Address

10375 Centurion Parkway, Suite 300
Jacksonville, FL
32256

Opening Hours

Monday 9am - 9pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 9pm
Friday 9am - 4pm
9:30pm - 10:30pm
Saturday 11am - 3pm

Telephone

+19043836562

Website

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