Watson & Associates

Our passion is assisting clients in feeling more confident about their financial decisions for retirement. Utilizing a team approach, we look to be readily available to help clients with their financial needs and goals. We consider excellent client service and quality advice as two of our top priorities. Our team focuses on personalized strategies for tax and estate planning, executive benefits, and retirement.


Advisors

Philip Watson

Philip Watson

MBA, CLTC®

Private Wealth Advisor

Visit Philip Watson's website
Michael Sbertoli

Michael Sbertoli

CFP®

Associate Financial Advisor

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

Brian Titus

CRPC®, APMA®

Financial Advisor

Visit Brian Titus's website
Shawn Kennedy

Shawn Kennedy

CLTC®

Associate Financial Advisor

Visit Shawn Kennedy's website
Barth Morreale

Barth Morreale

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Barth Morreale's website
Scott Kreischer

Scott Kreischer

Financial Advisor

Visit Scott Kreischer's website

Team

Patricia Townsend

Patricia Townsend

Client Service Manager

J. Brian McGreal, MSF

J. Brian McGreal, MSF

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

Kelly Fulsang

Financial Planning Specialist

Kerry Korda

Kerry Korda

Office Manager

Michael Hynek

Michael Hynek

Client Concierge,

Investment Specialist
Caroline Sarin

Caroline Sarin

Client Concierge,

Financial Planning Associate