Capitalize on the power of our partnerships

At Woodforest Wealth Strategies, our team’s extensive services and capabilities are further strengthened by our strategic partnerships with two respected and well-established institutions, Woodforest National Bank and Raymond James. They both exhibit the financial strength and conservative philosophy that Woodforest Wealth Strategies embodies.

Woodforest National Bank

For over 35 years, Woodforest National Bank has successfully stood among the strongest community banks in the nation, a full-service bank with broad capabilities to serve both individuals and businesses.

Woodforest is privately owned, and an Employee Stock Ownership Plan is the largest shareholder. In the spirit of “true ownership”, Woodforest employees strive to offer quality banking service and to understand the financial needs of every customer they serve. The employees also give back to the many banking communities by supporting organizations and civic events with countless hours of volunteer time and financial support.

Today Woodforest National Bank has over 700 branch locations throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Illinois, Indiana, Maryland, Mississippi, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. The Woodforest Commercial Banking Group has loan production offices in California, Indiana, Michigan, North Carolina, Ohio, Pennsylvania, Texas and Virginia.

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Raymond James

Our team’s affiliation with Raymond James is another important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America. Founded in 1962 and a public company since 1983, Raymond James has a long history of embracing long-term planning and methodical decision-making while staying uncompromisingly client focused.

Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice without pressuring clients to use proprietary investment products. The firm provides the support and resources we need to best serve the needs of our clients: award-winning investment research, operational and trading support, and access to industry experts and market-leading technologies.

In addition, Raymond James is a full-service investment bank with national and international capabilities. The firm is highly regarded and has been ranked as one of the top M&A advisors for middle market companies with expertise in both buy-side and sell-side assignments.

Through Raymond James, we are able to offer you access to the robust resources and sophisticated products of an international investment services firm – with a personal touch – while never compromising our ability to focus on what’s most important: putting your best interests first.

Learn more or use the Client Access tab for online access to your Raymond James account.

You are leaving the Woodforest Wealth Strategies website. Woodforest Wealth Strategies is not responsible for the content of third party websites or the collection or use of information regarding the website's users and/or members.