Tim Watson Email & Phone Number
Partner @ EverOak Wealth Co.
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Tim Watson Location
- Colorado Springs, CO, US
Tim Watson Work
- 2020 -now Partner @
- 2005 -2020 Executive VP @
- 2002 -2005 Financial Advisor @
- 1999 -2002 Customer Advisor @
- 2000 -2000 Marketing Research Co-op @
Tim Watson Education
- The Ohio State University
Bachelor's degree (Finance)
1998-2002
Tim Watson Skills
- Retirement
- 401k
- Investments
- Plan Design
- Retirement Planning
- Estate Planning
- Alternative Investments
- Retirement Income Strategies
- 403 b
- 457 Plans
- Strategic Financial Planning
- Mutual Funds
- ETFs
- Wealth Management
- Family Office
- Income Protection
- Asset Protection
- Life Insurance
- Cash Balance
- Defined Benefit
- Financial Advisory
- Wealth Management Services
- Financial Services
- Securities
- Pensions
- Insurance
- Finance
- Personal Finance
- FINRA
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Leadership
- Entrepreneurship
- Investment Advisory Services
Tim Watson Summary
- Tim Watson, based in Colorado Springs, CO, US, is currently a Partner at EverOak Wealth Co.. Tim Watson brings experience from previous roles at Strategic Financial Partners, Antolino & Associates, The Goodyear Tire & Rubber Company and Honeywell. Tim Watson holds a 1998 - 2002 Bachelor's degree in Finance @ The Ohio State University. With a robust skill set that includes Retirement, 401k, Investments, Plan Design, Retirement Planning and more. Tim Watson has 1 emails and 2 mobile phone numbers on RocketReach.
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Top EverOak Wealth Co. Employees
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