Experience Makes all the difference

James W. "Woody" West, CFP®

Senior Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant (ChFC®)
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979-774-8342

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Woody joined UBS in 1997. He is a CERTIFIED FINANCIAL PLANNER™ as well as 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.


Registered States:
AL, AZ, CO, DE, FL, GA, IL, IN, KS, KY, MI, MO, MS, NC, NM, NY, OK, OR, TX, VA, WI