Kevin Watters
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Columbus, OH, US
- LinkedIn followers
- 500 followers
About Kevin Watters
There are a lot of places to go to for basic financial advice. Why this is…
Experience
Financial Advisor
Aug 2018 — Present
When working with my team, we talk about where you are today, the resources you have now, your unique opportunities & challenges, as well as your goals in life & what truly matters to you. My team and I will develop a Personal Planning Analysis, our robust software tools allows us to see if you’re on track with your goals as well as the potential obstacles in the way to reaching and fulfilling your life plan. We analyze your situation and run thousands of scenarios to develop creative strategies designed specifically for you. Too many financial advisors in our industry fail to focus on why these strategies are important to you and how does it help you achieve financial peace of mind. This is where we focus. Your life plan and your values should steer your financial plan. For our business owner clients, we use a similar comprehensive planning approach that we use for our individual clients. We start with your business goals, where you are today, and your specific challenges & opportunities. We prepare a Business Planning Analysis and devise a variety of ideas and strategies designed to help you reach your goals.
Education
The Ohio State University
Bachelor of Science (BS)
2014
The American College of Financial Services
Financial Planning
Skills
- Research
- Microsoft Word
- Politics
- Microsoft Excel
- Strategy
- Customer Service
- Volunteer Management
- Political Science
- Campaigns
- Social Media
- Direct Mail Campaigns
- Event Planning
- Legislative Relations
- Social Networking
- Team Management
- Advertising
- Event Management
- Government
- Editing
- Fundraising
- Account Management
- Staff Management
- Public Policy
- Political Consulting
- Policy Analysis
- Strategic Communications
- Volunteer Recruiting
- Time Management
- Legislation
- Management
- Communication
- Nonprofit Organizations
- Public Speaking
- Digital Marketing
- Microsoft Office
- Grassroots
- Microsoft Powerpoint
- Constituent Communications
- Policy
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