Tim Watson Email & Phone Number
Partner @ EverOak Wealth Co.
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Tim Watson Location
- Colorado Springs, CO, US
Tim Watson Work
- Partner @ (July 2020 - Present)
- Executive VP @ Strategic Financial Partners (January 2005 - June 2020)
- Financial Advisor @ (August 2002 - January 2005)
- Customer Advisor @ (June 1999 - August 2002)
- Marketing Research Co-op @ (June 2000 - September 2000)
Tim Watson Education
- The Ohio State University
Bachelor's degree (Finance)
1998-2002
Tim Watson Skills
- 401k
- 403 b
- 457 Plans
- Alternative Investments
- Asset Allocation
- Asset Protection
- Cash Balance
- Defined Benefit
- ETFs
- Estate Planning
- FINRA
- Family Office
- Finance
- Financial Advisory
- Financial Services
- Income Protection
- Insurance
- Investment Advisory
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Personal Finance
- Plan Design
- Retirement
- Retirement Income Strategies
- Retirement Planning
- Securities
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Wealth Management Services
- 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 401k, 403 b, 457 Plans, Alternative Investments, Asset Allocation 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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Tim Watson
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Colorado Springs, CO, US
Jeff st. Gelais
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