Mr. Woodall has been advising families and businesses with wealth management solutions for the past 18 years. In doing so, he has developed long term relationships with clients and focuses specifically on risk management and developing customized client solutions in the areas of tax-aware investment management, liability management, retirement planning and wealth transfer strategies.
Mr. Woodall joined First Republic from UBS, where he served individuals and corporate clients primarily in the Southern California area. Mr. Woodall was a portfolio manager at UBS, and prior to joining UBS in 2009, was a Financial Advisor at Merrill Lynch for more than 11 years.
Wealth Management Experience: 18 Years
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