Since 2000, Woodforest Wealth Strategies (WWS) has provided customized wealth management solutions to businesses and individuals. Assets under management were approximately $1.1 billion as of April 2020. WWS financial advisors have an average of more than 20 years of financial industry experience and use their collective specialized knowledge to personally provide insightful guidance, while keeping professionalism, ethics and integrity at the forefront of all they do. Community service is a core value of the WWS team, which is proud to contribute time and money to many philanthropic initiatives. WWS is part of the Woodforest Financial Group that includes Woodforest National Bank, which operates 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, and 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 National Bank and Woodforest Wealth Strategies 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 of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm