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Janet Woods
UBS Financial Services Inc
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Financial Planning / Advisor
5950 Sherry Lane Suite 600
Dallas, TX 75225
Phone: 214-373-5918
Fax: 214-373-3615
Mobile: 214-415-6641
Web Site: www.ubs.com
Description of Business: Ms. Woods provides comprehensive financial planning strategies to high net worth and ultra high net worth families and individuals. This complex process involves working with the client's attorneys and tax advisors in consideration of the overall estate. Once an in depth study has been completed, Ms. Woods and her team of advisors will present an investment strategy. Clients will receive an exclusive, customized process of superior, focused, risk managed service. Because of this business model, Ms. Woods is an active participant in her clients' business and personal lives. Oftentimes, she accompanies clients on business trips and in business negotiations. She conducts family meetings. And she is always available to her clients in times of celebration and in times of difficulty. She is referred to as "the daughter every parent wishes to have."
Years of Experience: 11
Professional Affiliations: Dallas Estate Planning Council, World Affairs Council, National Assoc. for Female Executive, National Assoc. of Professional Women, Junior League of Dallas
Ideal Client: Nice, ethical, wealthy families and individuals desiring the luxury of a financial quarterback to coordinate all their financial planning needs
Keywords that should trigger thoughts of a potential client: CEO's, Key Executives, Business Owners, Celebrities, Beneficiaries of Trusts, People who are retiring, divorcing, changing jobs, selling a business or in any life transition phase
What sets you above your competition? Focused, superior client service with attention to risk management
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