James Woodall

Founder and CEO

I recall being frustrated at not knowing who or where to turn to for answers on personal finance as I wrestled with issues like taxes, investments, company-provided benefits, insurance etc.

I turned to friends and looking back, I was lucky to not derail my investment accounts with some of the suggestions I was getting, but at the same time, I missed out on some great opportunities that would have allowed me to make different financial choices.

This is what got me started on the personal finance journey – I read everything I could lay my hands on (some great, some not so great, some just completely off) and started explaining these concepts to anybody that would listen.

When friends and coworkers started reaching out to me with questions on 401ks, saving, spending, investing and more, I couldn’t stop talking to them about it. The day I made the decision to become an Advisor, I knew I’d found my true passion. I made it my goal to simplify wealth management and take the stress out of retirement planning.

Before starting Woodall Wealth Management, I worked for a well-known mutual fund and brokerage firm where I talked to thousands of clients and worked on hundreds of thousands of accounts, showing me what worked and what didn’t. This led me to design a firm to serve successful families looking for advisors want they want to build a deep relationship with and understand their needs.

I earned a Bachelor’s of Science degree in International Economics from Texas Tech University and was trained in Financial Planning at Southern Methodist University. In addition to passing the Certified Financial Planner (CFP®) exam, Uniform Investment Adviser Law (Series 65) exam and the General lines - Life, Accident, Health and HMO Insurance exams.

I enjoy spending time with my family, exploring different parts of the backcountry across Texas and the US while trying to learn and understand Golf, in addition to working on my goal of doing one off-road triathlon.

I love to spend time with a good book, and I have a wide taste ranging from finance to psychology and philosophy to history.

I am actively involved in the community volunteering with the Dallas Rotary Club and continuing pro bono work on the subject of financial literacy.