Lamar Watson Email & Phone Number
Founder and Financial Planner @ Dream Financial Planning, LLC
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Lamar Watson Location
- Herndon, VA, US
Lamar Watson Work
- 2019 -now Founder and Financial Planner @
- 2017 -2019 Vice President - Private Wealth Management, Financial Advisor @
- 2014 -2017 Vice President - Private Wealth Management, The Wise Investor Group @
- 2007 -2013 Analyst - Private Wealth Management, The Wise Investor Group @
- 2006 -2007 Investment Executive @ Ferris Baker Watts
- 2005 -2006 Broker Trainee @
Lamar Watson Education
- George Mason University
BS (Management)
2004-2007
Lamar Watson Skills
- Relationship Building
- Personal Finance
- Personal Financial Planning
- Certified Financial Planner
- Investments
- Portfolio Management
- Equities
- Mutual Funds
- Financial Analysis
- Finance
- Valuation
- Asset Management
- Bloomberg
- Series 7
- series 66
- Investment Advisory
- Asset Managment
- Microsoft Excel
- Microsoft Office
- Options
- Bloomberg Terminal
- Value Investing
- Wealth Management
- Financial Planning
- Trading
Lamar Watson Summary
- Lamar Watson, based in Herndon, VA, US, is currently a Founder and Financial Planner at Dream Financial Planning, LLC. Lamar Watson brings experience from previous roles at Baird and Ferris Baker Watts. Lamar Watson holds a 2004 - 2007 BS in Management @ George Mason University. With a robust skill set that includes Relationship Building, Personal Finance, Personal Financial Planning, Certified Financial Planner, Investments and more. Lamar Watson has 2 emails and 1 mobile phone numbers on RocketReach.
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