Woodforest Financial Services

Overview

Woodforest Financial Services: A Different Kind of Financial Services Firm

Woodforest Financial Services is not your typical financial services firm. Founded in 1962 by Bob James, the company has always prioritized people, planning, and principles above all else. With over 50 years of experience, Woodforest Financial Services has become one of the leading independent financial services companies in the United States.

What sets Woodforest Financial Services apart from its competitors is its commitment to its clients. The company has built a reputation for providing exceptional service and personalized financial planning to a wide range of clients. Whether you are an individual looking to grow your wealth, a small business owner in need of financial guidance, or a major corporation seeking strategic financial solutions, Woodforest Financial Services has the expertise to meet your needs.

One of the key milestones in Woodforest Financial Services' history is the events of Black Monday on October 19, 1987. While other firms closed their trading desks to minimize losses, Woodforest Financial Services kept its desks open to meet clients' needs. This decision, driven by the company's agency-based business model and commitment to client service, resulted in their first, last, and only unprofitable quarter since going public. This demonstrates the company's unwavering dedication to its clients, even in the face of market volatility.

Another testament to Woodforest Financial Services' strength and stability is its performance during the 2008-2009 financial crisis. While many other broker dealers required assistance from the US Treasury or Federal Reserve to continue operations, Woodforest Financial Services stood strong as the largest US broker dealer that didn't need any external support. This can be attributed to the company's conservative approach to maintaining a well-capitalized balance sheet with minimal leverage. With Woodforest Financial Services, you can have peace of mind knowing that they will be there for you, even in the most challenging times.

Woodforest Financial Services recognizes that the markets and the financial industry will continue to evolve. However, one thing that will never change is the company's commitment to the values that have driven its success. Woodforest Financial Services believes in putting people first, ensuring that every client receives personalized attention and tailored financial solutions. The company also emphasizes the importance of planning, understanding that a well-thought-out financial strategy is crucial for long-term success. Lastly, Woodforest Financial Services operates with unwavering principles, maintaining integrity, transparency, and ethical conduct in all aspects of its business.

Working at Woodforest Financial Services can be an exciting opportunity for employees. The company's strong reputation and commitment to client service provide a solid foundation for career growth and development. Employees have the chance to work with a diverse range of clients, from individuals to major corporations, gaining valuable experience and expanding their knowledge of the financial industry.

Woodforest Financial Services also offers a supportive and collaborative work environment. The company values teamwork and encourages employees to share their ideas and perspectives. This fosters a culture of innovation and continuous improvement, where employees can contribute to the company's success while also enhancing their own skills and expertise.

Furthermore, Woodforest Financial Services provides its employees with ample opportunities for professional development. The company offers training programs, mentorship opportunities, and access to industry-leading resources. Employees can enhance their knowledge and stay up-to-date with the latest trends and developments in the financial industry, ensuring that they are equipped to provide the best possible service to clients.

In conclusion, Woodforest Financial Services is a different kind of financial services firm. With its focus on people, planning, and principles, the company has established itself as a trusted and respected player in the industry. Employees at Woodforest Financial Services have the opportunity to work in a supportive and collaborative environment, serving a diverse range of clients and gaining valuable experience. With the company's strong reputation and commitment to client service, employees can be confident in their career growth and development. Woodforest Financial Services truly embodies the values that have driven its success and will continue to do so in the ever-evolving financial industry.