Company Overview of Woodway Financial Advisors Inc.
Woodway Financial Advisors Inc. provides investment management, financial planning, and trust and estate services to individuals and professional companies. It offers trust administration services, including custody and safekeeping of trust assets, manage investments, regular review of investment performance and trust activity, collect income, distribute income to beneficiaries or reinvest according to trust provisions, review and process requested discretionary distributions, pay bills, periodic statements of assets and transactions, maintain records, annual summary for tax return preparation, and remainder distributions. The company also provides estate administration services, such as ass...
10000 Memorial Drive
Houston, TX 77024
Founded in 1982
Key Executives for Woodway Financial Advisors Inc.
Vice Chairman of the Board, President and Member of Investment Advisory Board
Founder, Chairman and Member of Investment Advisory Board
Vice Chairman of the Board, Executive Vice President and Member of Investment Advisory Board
Senior Vice President, Trust Officer, Manager of Trust Administration, Estate Planning, Probate & Asset Administration and Member of Investment Advisory Board
Vice President and Trust Officer of Planning, Administration & investment of Client Accounts
Compensation as of Fiscal Year 2014.
Woodway Financial Advisors Inc. Key Developments
Elizabeth C. Leicht Joins Woodway Financial Advisors as Vice President and Trust Officer
Jun 23 13
Elizabeth C. Leicht recently joined Woodway Financial Advisors as vice president and trust officer.
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