William Watson

William Watson

Financial Advisor

Phone: 614-985-4605
Fax: 614-310-2220
Mobile Phone: 614-353-8984
E-mail:
 

William has been a Financial Advisor for over 12 years and has worked for Watson Financial Services, LLC. since April of 2010.

McCarthy & Cox, LLC                April 2009-May 2010           Marysville, OH                    Retirement & Estate Specialists

Financial Advisor/Financial Planning

  • Assisted clients with asset management, retirement planning, insurance need analysis, and estate planning.
  • Formed client relationships and asset gathering through successful marketing strategies and interpersonal communication regarding planning needs.
  • Completed and received my Accredited Investment Fiduciary, AIF® certification.
  • Helped clients to navigate through volatile investment markets with conservative investment strategies and long term goal orientation.

Chase Investment Services       Dec. 2005-April 2009    Marysville, OH

Senior Financial Advisor/Investment Manager

  • Managed, motivated, and instructed bankers in profiling potential investment and planning customers. 
  • Helped banking customers and bankers to understand the investment process and use of investment products in meeting long term goals.
  • Use various financial products to meet and exceeded sales goals as a senior financial advisor.

Advest Inc./Merrill Lynch          Nov. 2000-Dec. 2005          Columbus, OH                       Financial Advisor

  • Completed and successfully gained Series 7, 63, 65 financial services registrations, and Life, Health, and Annuity Insurance licenses.
  • Introduced and applied technical analysis and fundamental analysis techniques to hundreds of clients during strategy sessions and when making investment decisions in stocks, bonds, and mutual funds.
  • Marketed and profiled to new investment clients to grow my business.

Education        

The Ohio State University        1994-1997           Columbus, OH

  • B. A. Agr. Business and Applied Economics-Major
  • International Studies-Minor

 

Bowling GreenState University  1991-1994          Bowling Green, OH

  • Secondary Math Education