Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Mother and children laughing

James "Woody" West, CFP, ChFC

Senior Vice President–Wealth Management

Personal & Community

  • Athletic Ambassador, 12th Man Foundation
  • Development Advisory Board member, Baylor Scott & White Health
  • Board of Trustees, Brazos Christian School
Registered States:
  • AL
  • CA
  • CO
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • KS
  • MA
  • MD
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NY
  • OH
  • OK
  • OR
  • TX
  • VA
  • WI
  • WY

Education

  • B.B.A. Finance, Texas A & M University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Consultant
175 Century Square Dr, Ste 300
Suite 300
College Station, TX 77840
  • (979) 774-8342

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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