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.

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James "Woody" West, CFP, ChFC

Senior Vice President–Wealth Management

Financial Advisor

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
  • MN
  • MO
  • MS
  • NC
  • NM
  • NY
  • 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

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Turn possibilities into a plan

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A leading global wealth manager

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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Global leader

UBS is a leading and truly global wealth manager

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