Tim Watson
Partner at EverOak Wealth Co.
- Role
- Partner at Everoak Wealth Co
- Location
- Colorado Springs, CO, US
- LinkedIn followers
- 500 followers
About Tim Watson
Advancing your financial health so you can boldly pursue your purpose. It’s our mission…
Experience
Partner
Jul 2020 — Present
Registered representative and investment advisor representative of Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. EverOak Wealth Co. is independently owned and operated.
Skills
- Asset Protection
- 403 B
- Personal Finance
- Family Office
- Retirement
- Strategic Financial Planning
- Wealth Management
- Investment Advisory
- 457 Plans
- Retirement Income Strategies
- Strategic Planning
- Cash Balance
- Plan Design
- Alternative Investments
- Etfs
- Pensions
- Asset Allocation
- Mutual Funds
- 401k
- Financial Advisory
- Securities
- Investments
- Estate Planning
- Wealth Management Services
- Defined Benefit
- Income Protection
- Retirement Planning
- Finra
- Insurance
- Financial Services
- Life Insurance
- Finance
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