Tim Watson
Partner @Everoak Wealth Co
Colorado Springs, CO, US
EMAILS
t•••@everoakwealth.com
MOBILE NUMBERS
+17•••••••33
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WORK HISTORY
Jul 2020 — Present
Partner @Everoak Wealth Co
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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 Protection403 BPersonal FinanceFamily OfficeRetirementStrategic Financial PlanningWealth ManagementInvestment Advisory457 PlansRetirement Income StrategiesStrategic PlanningCash BalancePlan DesignAlternative InvestmentsEtfsPensionsAsset AllocationMutual Funds401kFinancial AdvisorySecuritiesInvestmentsEstate PlanningWealth Management ServicesDefined BenefitIncome ProtectionRetirement PlanningFinraInsuranceFinancial ServicesLife InsuranceFinance
ABOUT TIM WATSON
Advancing your financial health so you can boldly pursue your purpose. It’s our mission…
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