Justin Watkins
Financial Advisor at Edward Jones
- Role
- Financial Advisor at Edward Jones
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Justin Watkins
I\'m tired of hearing about the deceptive business practices that typically represent the financial industry. My goal is provide an honest, principled practice that is genuinely centered on my clients needs and achieving their financial and life goals. I have a passion for what I do, and for helping people, this is what drives and motivates me. Education in our industry is key, and I\'m committed to providing ongoing coaching and education in an effort to ensure my clients are making informed decisions about their financial future. I fully believe that comprehensive wealth management strategy requires coordinating and considering all facets of your financial foundation - strategic planning, tax and estate strategies, and asset protection strategies. Just like your family home, your finances need to be built on a solid foundation.
Experience
Financial Advisor
Aug 2014 — Present · Seattle, WA, US
Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.
Education
Massey University
Bachelor of Science (B.Sc.)
1991 — 1994
Skills
- Wealth Management
- Asset Allocation Strategy
- Business Retirement Plans
- Asset Protection Strategy
- Team Building
- Sales Process
- Portfolio Review
- Finance
- Estate Considerations
- Tax-Advantaged Investments
- Asset Allocation
- College Education Saving
- Sales Management
- Relationship Building
- 401k
- 401k Options
- Contract Negotiation
- Retirement Planning
- Financial Assessment
- Multi-Generational Wealth Transfer
- Wealth Preservation Strategies
- Investment Strategy
- Income Protection Strategy
- Investment Analysis
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