Angela Woodward

Angela Woodward

Wealth Strategy Associate @ UBS

About Angela Woodward

Angela Woodward serves as a Wealth Strategy Associate at UBS, where she has worked for 26 years in the Jackson, Mississippi area. She specializes in wealth strategy and financial services, holding registrations to provide these services in Louisiana and Mississippi.

Work at UBS

Angela Woodward has held the position of Wealth Strategy Associate at UBS since 1998. With 26 years of experience in this role, she operates in the Jackson, Mississippi area. Her responsibilities include developing and implementing wealth strategies for clients, ensuring they align with UBS's standards and practices.

Education and Expertise

Angela Woodward has over two decades of experience in wealth strategy and financial services. Her expertise encompasses various aspects of financial planning and investment management, enabling her to provide tailored solutions to clients. She is registered to offer financial services in both Louisiana and Mississippi.

Background

Angela Woodward has built a long-standing career in the financial services sector, specifically focusing on wealth strategy. Since joining UBS in 1998, she has developed a deep understanding of client needs and market dynamics, contributing to her effectiveness in her role.

Compliance and Monitoring

In her role at UBS, Angela Woodward operates under strict compliance and monitoring guidelines as mandated by the firm's policies. This adherence ensures that all financial services provided meet regulatory standards and protect client interests.

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