Lori Watt

President @IAG Wealth Partners

Waukesha, WI, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 1985 — Present

President @IAG Wealth Partners

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SKILLS

LeadershipRetirement PlanningPortfolio ManagementFinancial PlannersAsset AllocationMutual FundsSmall BusinessSeries 7RetirementInvestmentsInvestment AdvisoryStrategic Financial PlanningFinancial ServicesSecuritiesEstate PlanningWealth ManagementFundraisingFinancial AdvisoryLong-Term CareStrategic Planning401kInvestment StrategiesFixed AnnuitiesStrategyFinancial PlanningIras

ABOUT LORI WATT

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Lori Watt — President at IAG Wealth Partners in Waukesha, WI, US | Unifers