James Woody West, CFP, ChFC is a Senior Vice President Wealth Management Financial Advisor at UBS Financial Services Inc. in College Station, TX. With a focus on lasting relationships, James and his team make a real impact in the lives of their clients by guiding them through major life events and helping them preserve and pass on their wealth. Their customized approach to financial planning and wealth management goes beyond investments and encompasses all aspects of their clients' financial lives.
Backed by the strength of UBS, a global leader in wealth management with $5 trillion in invested assets globally, James Woody West and his team are committed to understanding what wealth means for their clients. With a focus on liquidity management and a finely crafted approach to financial advice, they deliver the expertise needed to turn their clients' financial vision into a reality.
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