Jim Woodcock, CRPC®

Senior Vice President, Financial Advisor

Jim Woodcock has more than 18 years of experience helping individuals, families, and business owners feel confident with their financial plans. He is a Chartered Retirement Planning CounselorSM, holds FINRA Series 7 and 66 licenses, and is a graduate of the University of Texas. Jim serves clients in Austin, where he lives with his family, and commutes frequently to Houston where he was raised, to take care of his many client relationships in the area. His hobbies include spending time with his kids, water sports, mountain biking and other outdoor recreational activities.  

Phone 737-999-7710