William Watson Email & Phone Number
President @ Turtle Creek Financial Group
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William Watson Location
- Dallas, TX, US
William Watson Work
- President @ (June 2003 - Present)
- Registered Financial Consultant @ (January 1987 - Present)
- Regional General Agent @ Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW (January 2003 - Present)
- Managing Director @ (January 2000 - January 2003)
- National Director of Development @ The MONY Group (January 1987 - December 2000)
William Watson Education
- University of North Texas
Insurance (Risk Management, Money & Banking)
1982-1985 - IARFC
William Watson Skills
- 401k
- 401k Rollovers
- Asset Allocation
- Bonds
- Brokers
- Critical Illness
- Defined Benefit
- Disability Insurance
- Employee Benefits
- Estate Planning
- Finance
- Financial Advisory
- Financial Planners
- Financial Services
- Fixed Annuities
- Health Insurance
- IRAs
- Insurance
- Insurance Brokerage
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Long-term Care
- Management
- Mutual Funds
- Pensions
- Retirement
- Retirement Plan Consulting
- Retirement Planning
- Risk Management
- Roth IRA
- Securities
- Series 24
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Strategy
- Term Life Insurance
- Underwriting
- Universal Life
- Variable Annuities
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Whole Life
- 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 Turtle Creek Financial Group, Accordia Life, Forethought Annuity, Transamerica Life, NLG/LSW, Guardian Life and The MONY Group. William Watson holds a 1982 - 1985 Insurance in Risk Management, Money & Banking @ University of North Texas. With a robust skill set that includes 401k, 401k Rollovers, Asset Allocation, Bonds, Brokers and more. William Watson has 1 emails and 2 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
William Watson
President
Dallas, TX, US
Kristoffer Lands
Field Analyst and Private Client Division
Austin, TX, US
Rebekah Collins
Ofc Mgr
Dallas, TX, US
Harlan Wiese
Vice President
Dallas, TX, US
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