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Burrows Capital Advisors Acquires Woodall Wealth Management

Burrows Capital Advisors Acquires Woodall Wealth Management

February 19, 2024

Don Burrows, Founder & Managing Partner of Burrows Capital Advisors, LLC, is pleased to announce the acquisition of Woodall Wealth Management, effective February 19, 2024. The acquisition marks a significant milestone for both companies and represents a strategic move to enhance financial planning services in the Northeast Texas market.

In an all-cash deal, Burrows Capital Advisors has finalized the acquisition of Woodall Wealth Management, LLC. As part of the acquisition, James Woodall, CFP®, will join Burrows Capital Advisors as Director of Financial Planning, in addition to serving as Vice President & Financial Advisor. Woodall brings a wealth of expertise and experience in financial planning, having worked extensively with advisors and clients in the financial planning process.

"Joining forces with Woodall Wealth Management is an exciting development for Burrows Capital Advisors," said Don Burrows. "Woodall's extensive experience and commitment to delivering exceptional financial planning services align perfectly with our mission to provide comprehensive financial solutions to our clients."

James Woodall holds a Bachelor of Science in International Economics from Texas Tech University and obtained his Financial Planning Certificate from Southern Methodist University. The CFP® designation is important for clients because it signifies that the financial planner has undergone rigorous training and met high standards of competency, ethics, and professionalism, ensuring they are well-equipped to provide comprehensive and reliable financial advice tailored to the client's specific needs and goals. Only 7.1% of Texas advisors hold the CFP® designation. With his background and dedication to client success, Woodall will play a pivotal role in overseeing the Northeast Texas market for Burrows Capital Advisors, reporting directly to Don Burrows.

"Woodall's addition to our team further solidifies our commitment to offering top-tier financial planning services," commented Michael Agol, Co-founder & Partner at Burrows Capital Advisors. "His expertise in financial planning rounds out our leadership team, ensuring we continue to deliver exceptional value and tailored solutions to our clients."

"With the acquisition of Woodall Wealth and the addition of James, we now have leadership in place for both our asset management team at Burrows Capital Investment Strategy Group with the addition of Michael Terry as Head of Investment Strategy and James Woodall leading our planning efforts," said Clint Auttonberry, Co-founder & Partner at Burrows Capital Advisors. "We now offer our advisors a complete suite of services and products, all internally."

Burrows Capital Advisors' new DFW office, located at 55 Noble Ct. Suite 120, Heath, Texas 75032, will serve as the base for James Woodall and the expanded team, providing enhanced accessibility and support for clients in the region.

"We are committed to delivering personalized financial planning services tailored to the unique needs and goals of our clients," stated James Woodall. "I am thrilled to join Burrows Capital Advisors and look forward to contributing to the continued success and growth of our firm."

The acquisition of Woodall Wealth Management represents a strategic expansion for Burrows Capital Advisors, reinforcing their commitment to excellence in financial planning and client service.

For media inquiries or further information, please contact:

Payton Justice
Marketing Specialist 
Burrows Capital Advisors, LLC
Phone: 832-835-1950
Email: payton@burrowscap.com

Source: 

“CFP® PROFESSIONAL DEMOGRAPHICS.” Cfp.Net, CFP Board, www.cfp.net/knowledge/reports-and-statistics/professional-demographics. Accessed 16 Feb. 2024.



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