Wealth Management Scale Woodforest Wealth manages assets of $2.47 billion for individuals, businesses, and non-profits, indicating a sizable opportunity to cross-sell advanced advisory services, trust solutions, and customized investment strategies to existing high net-worth clients and growing businesses in their nine-location footprint.

Experienced Advisory Advisors average over 20 years of industry experience, presenting a strong trust signal for upsell into sophisticated financial planning, retirement, estate planning, and intergenerational wealth transfer services for affluent clients and business owners.

Branch Network Nine locations across Texas and Florida, backed by Woodforest National Bank’s large branch network and 700+ branches, create opportunities for bundled financial services, joint initiatives, and cross-sell between banking and wealth management households.

Brokerage Partnership Raymond James affiliation provides access to a broad investment product set and broker-dealer infrastructure, enabling expanded product recommendations, selective use of managed accounts, and scalable advisor support for growth-oriented clients.

Growth & Automation With revenue in the mid-range and a tech stack featuring cloud, analytics, and marketing tools, there is potential to enhance client acquisition and onboarding through digital marketing, client portals, and automation to improve efficiency and client experience.