Woodforest Wealth Strategies Information

Since 2000, Woodforest Wealth Strategies (WWS) has provided customized wealth management solutions to individuals, businesses and non-profits. Assets under management are $2.1 billion as of May 2023. WWS financial advisors have an average of > 20 years of financial industry experience and use their collective specialized knowledge to provide insightful guidance, while keeping professionalism, ethics and integrity at the forefront of all they do. We serve clients from nine locations: seven in Texas and two in Florida. WWS is part of the Woodforest Financial Group, which includes Woodforest National Bank and its more than 700 branches in 17 states. Our practice uses Raymond James as its broker dealer. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer. Insurance services are provided by Woodforest Wealth Strategies, which is a wholly owned subsidiary of the Woodforest Financial Group, Inc. Investment and insurance products are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Woodforest Wealth Strategies, Woodforest National Bank® and Woodforest Financial Group, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securites and tax regulations within their applicable jurisdictions that are not addressed on this site.