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James  Woodall, CFP®

James Woodall, CFP®

Director of Financial Planning, Vice President & Financial Advisor

James Woodall is a seasoned financial professional with a passion for helping individuals and families achieve their financial goals. With a wealth of experience and a commitment to excellence, James serves as the Director of Financial Planning, Vice President, and Financial Advisor at Burrows Capital Advisors.

James' journey in the world of finance began with a strong educational foundation. He earned his BA in International Economics from Texas Tech University, where he developed a keen understanding of global markets and economic trends. Building upon this knowledge, James pursued further education and received his Financial Planning Certificate from Southern Methodist University in Dallas, TX.

Equipped with a solid academic background, James embarked on his professional career in the financial industry. He honed his skills and expertise during his tenure at Fidelity, where he gained invaluable experience in investment management and financial planning. James continued to broaden his horizons, holding advisory consulting roles at both Hilltop Securities and Avantax, where he further refined his ability to provide strategic financial guidance to clients.

In 2020, James took a significant step in his career journey by founding Woodall Wealth Management. As the Founder and CEO, James built a reputation for delivering personalized financial solutions tailored to each client's unique needs. Under his leadership, Woodall Wealth Management flourished, earning the trust and loyalty of numerous clients seeking comprehensive wealth management services.

Recognizing James' exemplary track record and commitment to client success, Burrows Capital Advisors, LLC, a leading financial services firm, sought to integrate his expertise into their team. In February of 2024, Burrows Capital Advisors acquired Woodall Wealth Management, welcoming James as a key asset to their organization.

Currently, James plays a pivotal role at Burrows Capital Advisors, leading the financial planning effort with precision and dedication. In addition to overseeing the firm's financial planning initiatives, James continues to manage his own book of clients, providing them with personalized guidance to navigate their financial futures with confidence.

James is distinguished by his attainment of the Certified Financial Planner (CFP) designation, a testament to his commitment to upholding the highest standards of professionalism and ethics in the industry. His dedication to ongoing education and staying abreast of industry developments ensures that he remains at the forefront of financial planning best practices.

Outside of his professional endeavors, James is an active member of his community, volunteering his time and expertise to various charitable causes and organizations. He enjoys spending quality time with his family and exploring his passions for outdoor adventure and cooking (ask him about his pizza oven).

Driven by a desire to empower others to achieve financial success, James Woodall continues to make a lasting impact on the lives of his clients and the broader financial services industry. With his unwavering commitment to excellence and a steadfast dedication to client-centric principles, James is poised to continue shaping the future of financial planning for years to come.