William Watson Location
- Dallas, TX, US
William Watson Work
- 2003 - now President @
- 2003 - now Regional General Agent @ Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW
- 1987 - now Registered Financial Consultant @
- 2000 - 2003 Managing Director @
- 1987 - 2000 National Director of Development @
William Watson Education
- University of North Texas
(Insurance, Risk Management, Money & Banking)
1982 - 1985 - IARFC
William Watson Skills
- Fixed Annuities
- Retirement Planning
- Life Insurance
- Long-term Care
- Insurance
- Term Life Insurance
- Disability Insurance
- Estate Planning
- Strategic Financial Planning
- Wealth Management
- IRAs
- Employee Benefits
- Investments
- 401k
- Financial Services
- Universal Life
- Series 63
- Wealth
- Mutual Funds
- Financial Advisory
- Long Term Care Insurance
- Financial Planners
- Whole Life
- Health Insurance
- Roth IRA
- Wealth Accumulation
- Investment Advisory
- Investment Strategies
- Series 7
- Pensions
- Securities
- Underwriting
- Retirement Plan Consulting
- Brokers
- Critical Illness
- Wealth Management Services
- 401k Rollovers
- Defined Benefit
- Asset Allocation
- Bonds
- Series 24
- Variable Annuities
- Insurance Brokerage
- Retirement
- Risk Management
- Finance
- Management
- Small Business
- Leadership
- Strategy
- Team Building
- Strategic Planning
- Microsoft Excel
- Long Term Care
- Strategic Financial
- Retirement Plan
William Watson Summary
- William Watson, based in Dallas, TX, US, is currently a President at Turtle Creek Financial Group. William Watson brings experience from previous roles at Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW, Turtle Creek Financial Group, Guardian Life and The MONY Group. William Watson holds a 1982 - 1985 University of North Texas. With a robust skill set that includes Fixed Annuities, Retirement Planning, Life Insurance, Long-term Care, Insurance and more. William Watson has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Turtle Creek Financial Group Employees
Donald Thornton
Field Analyst and Private Client Division
Canton, GA, US
David Evans
Field Analyst
Acworth, GA, US
Dave Lo
Private Client Division
Texas, United States
William Watson
President
Dallas, TX, US
Kristoffer Lands
Field Analyst and Private Client Division
Austin, TX, US
Derek Smith
Financial Advisor
Dripping Springs, TX, US
Harlan Wiese
Vice President
Dallas, TX, US
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