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Larkin Watson, Private Wealth Advisor serving the Greenville, SC area - Ameriprise Advisors

Larkin Watson

CFP®, BFA, APMA

Private Wealth Advisor

Bugay, Watson & Associates
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 30 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.A. International Business and French, 2008, Converse College, Spartanburg, SC

Awards & recognition

  • Bugay, Watson & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2022-2023
  • Forbes Top Women Wealth Advisors, 2020
  • Working Mother Top Wealth Advisor Moms, 2020
  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Best-in-State Women Wealth Advisors, 2022-2024

Community participation

Trees Greenville, Meals on Wheels

Interests

Larkin is a lifelong learner and enjoys fulfilling her curiosity by constantly asking "What if?" and "Why?" This curiosity led her to a career where she can help people find answers to the "What Ifs" and feel confident about their futures. Outside the office, you’ll find Larkin spending time with her wife, their two young sons, Henry and Harrison, and their English Cream Retriever, Clark. She also loves working in her yard, watching the birds and enjoying live music.