Experience Makes all the difference

UBS Waco is a collection of individuals with a heart for Waco, Texas. We are active supporters of Mission Waco, the Family Abuse Center, Pack of Hope, Fuzzy Friends, Meals on Wheels, Humane Society of Central Texas, the American Heart Association, Waco Family Abuse Center. 

James W. "Woody" West, CFP®

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
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254-751-5025
800-234-1194

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Woody joined UBS in 1997. He is a CERTIFICED FINANCIAL PLANNERTM , a Chartered Financial Consultant and holds Series 3,7,9,10 and 66 securities licenses, as well as life and health insurance certifications.  Woody leverages his past experiences, having worked at every desk from the mail room to the manager's chair in his current role to deliver first-class service to his advisors and their clients.


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