James Watts
Intern @Dogwood Wealth Management
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WORK HISTORY
Intern @Dogwood Wealth Management
EDUCATION
Kansas State University Olathe
Certificate, Personal Financial Planning
Kansas State University
Master of Science (MS), Adult and Continuing Education
University of South Florida
Bachelor of Science - BS, Management
SKILLS
ABOUT JAMES WATTS
Student of Financial Planning, Wealth Management and Retirement Planning to help people live their dreams, provide for their family and protect their future. I am interested in roles as a Financial Planner or Operations in Financial Services. Here, I can help people make a better world for themselves, and give back to the community. I am an Army Veteran with a experience in Project Management, Advising, and Coaching in small to large teams. I\'ve spent 21 years in the Army as an Aviation Officer, flying the OH-58D. My last assignment in the Army developed my planning and operations skills, and I have authored articles in an attempt to simplify complex topics. I have completed Amplified Planning\'s Externship and the Series 65 Exam. I will complete my education for a Personal Financial Planning Certificate in December 2025, and plan to sit for the CFP exam in March 2026. I enjoy spending my time as an Amateur Gardener and BBQ Chef. My favorite activity is coaching my children in their sports.
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