Verified recordFinancial Services

Edward Watson

Private Wealth Financial Consultant Vice President - Investments at Wells Fargo Advisors

Based in Charlotte, United States

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Seniority

Vp

Department

Other

Location

Charlotte

Industry

Financial Services

Company size

15K

Contact information

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Email

1 credit

e•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Edward Watson

Helping Clients Build, Manage, Preserve, and Transition Wealth by - Listening and understanding our clients’ financial needs, goals and objectives- Developing strategies and solutions to assist them with the four cornerstones of wealth: • Investments •Cash Liability Management • Insurance •Estate Planning Strategies - Providing independent, objective and unbiased advice in a cost-effective manner- Reviewing and evaluating customized plans for each client and recommending adjustments to their plans given material changes in the markets or major changes in their lives and the lives of their family members. Please visit our website below for information about our practice and the services we provide to our clients. This information is intended for use by residents of AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KS, KY, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, and WI only. CA Insurance Producer License: 0M09811 | Resident State: North Carolina Please contact me by e-mail edward.watson@wellsfargo.com or by phone 704-383-4435. I cannot respond to messages through LinkedIn Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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