Watts Gwilliam & Co
Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- BC
Ben Cooper
Managing Director · General Business & Management
EmailPhone - DW
David Watts
Founding Member · General Business & Management
EmailPhone - JW
Jeff Watts
Founding Member · General Business & Management
EmailPhone - JF
Jeffrey Fryer
Wealth Manager · Finance & Accounting
EmailPhone - LR
Lizzy Rigby
Administrative Assistant · Operations
EmailPhone - MW
Matt Willett
Investment Advisor · Finance & Accounting
EmailPhone
Showing 6 of 10 verified contacts
Top roles at Watts Gwilliam & Co
7 distinct titles indexed · top 7 shown.
- 2financial advisor
- 2founding member
- 2investment advisor
- 1administrative assistant
- 1associate financial advisor
- 1managing director
- 1wealth manager
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