Our Qualifications

Experience:  Preston Watts has been providing financial planning and advice to individuals and business owners for over thirty years.

Client Approach:  Preston is dedicated to developing lasting relationships with all his clients and believes in helping each person become confident in assessing his or her financial goals and participating in the financial planning process.

One of the benefits of working with Preston is his ability to provide clear, easily understood explanations of financial products and services.

Licenses & Designations:  Preston holds the following industry licenses:  Series 7, 66, 63 and Life/Health Insurance license through LPL Financial.  

Preston holds the following financial designations: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Retirement Planning Counselor (CRPC.)