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

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
  • MO
  • MS
  • NC
  • NM
  • NY
  • OK
  • OR
  • TX
  • VA
  • WY


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


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

Email Me

Focus on liquidity management

CIO House View monthly livestream


UBS and Credit Suisse—stronger than ever

Managing wealth is our craft

We’re committed to understanding what wealth means for you.

At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager