Ralph S. Bud Watson
CPA and Wealth Advisor at Woodford Financial PLLC.
- Role
- Owner CPA at Woodford Financial Pllc
- Location
- Lexington, US
- LinkedIn followers
- 500 followers
About Ralph S. Bud Watson
Broad experience as a CPA, team leader, business advisor, financial planner, estate…
Experience
Owner CPA
Jul 2022 — Present · Versailles, KY, US
Full-service family office for high net worth clients. Included accounting, financial statements, budgeting, tax planning, estate and succession planning, and related advice. Coordinated family meetings, developed reports for family review, and integrated skill sets of other family advisors, including attorneys, real estate advisors, and others.
Education
University of Kentucky Honors College
BS, Accounting
1974 — 1978
Skills
- Naviplan
- Quickbooks
- Banking
- Risk Management
- Wealth Management
- High Net Worth Individuals
- Excel
- Leadership
- Investments
- Strategic Financial Planning
- Finance
- Financial Statements
- Succession Planning
- Powerpoint
- Microsoft Excel
- Management
- Tax
- Word
- Apple
- Financial Planning
- Cch
- Accounting
- Outlook
- Peachtree
- Financial Planners
- Financial Advisory
- Microsoft Word
- Windows
- Turbo Tax
- Estate Planning
- Investment Management
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