Watson & Associates

Our experience in comprehensive and personalized financial advice, including estate planning and asset management strategies, helps LGBT couples make critical decisions. Together, using our exclusive Confident Retirement® approach, we navigate complex issues such as second-parent adoption, weighing the tax implications of marriage, and making the most of workplace benefits and Social Security. We strive to help all our clients gain the financial confidence they need to pursue their passions and live life on their terms — today and in the future.


Advisors

Philip Watson

Philip Watson

Private Wealth Advisor

Franchise Owner
Visit Philip Watson's website
Michael Sbertoli

Michael Sbertoli

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Michael Sbertoli's website
Brian Titus

Brian Titus

Financial Advisor

Visit Brian Titus's website
Shawn Kennedy

Shawn Kennedy

Associate Financial Advisor

Visit Shawn Kennedy's website

Team

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MFS

Investment Manager

Jim Carter MBA, CPA

Jim Carter MBA, CPA

Financial Planning Specialist

Roles & Responsibilities

  • Tax Professional
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Kenneth Naatz

Kenneth Naatz

Client Service Specialist

Kelly Fulsang

Financial Planning Assistant

Gregory Smith

Paraplanner