senior financial planner & chairman of investment committee at williams asset management@ Williams Asset Management
Columbia, Maryland, United States
G. Tom Watson, CFA, CFP®
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Towson University
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FlashIntel GPTG. Tom Watson, CFA, CFP(r) is a Senior Financial Planning Associate & Chairman of the Investment Committee at Williams Asset Management in the United States. With over 10 years of experience, he specializes in asset allocation, investment strategies, portfolio management, financial modeling, retirement planning, securities, mutual funds, ETFs, Microsoft Excel, and pivot tables. Prior to his current role, he worked at Academy Financial, Inc. as the Director of Investments and Paraplanner. His expertise and leadership have contributed to the success of these organizations.
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About
Senior Financial Planning Associate & Chairman of Investment Committee at Williams Asset Management
Work Experience
senior financial planner & chairman of investment committee at williams asset management
Financial Services
G. Tom Watson, CFA, CFP®'s Professional Milestones
- senior financial planner & chairman of investment committee at williams asset management (2017-08-01~): Implementing strategic investment strategies to maximize returns and drive financial growth for all stakeholders.
- Director Of Investments (2014-12-01~2017-07-01): Secured significant financial success through strategic investment decisions and effective risk management.
Education
Management,
Actuarial Science,
Bachelors,
Bachelor Of Science,
Actuarial Science And Risk Management
2008-2010Skill
Asset Allocation
Investment Strategies
Portfolio Management
Financial Modeling
Retirement Planning
Securities
Mutual Funds
Etfs
Microsoft Excel
Pivot Tables
Certification
Colleagues
Gary Williams, CFP, CRPC, AIF
President | Wealth Management Member
Brian McKinney, CFP®
Financial Planner
Nicholas A. Ibello, CFP®, AIF®
helping pre-retirees achieve financial peace-of-mind through independent advice and thoughtful fiduciary-driven planning
Marie Lee
director of hr & executive assistant to the president at williams asset management
Debra Wilson
Director Of Client Services
Other Named G. Tom Watson, CFA, CFP®
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G. Tom Watson, CFA, CFP® works for Williams Asset Management
G. Tom Watson, CFA, CFP®'s role in Williams Asset Management is senior financial planner & chairman of investment committee at williams asset management
G. Tom Watson, CFA, CFP® works in the industry of Financial Services
G. Tom Watson, CFA, CFP®'s colleagues are Gary Williams, CFP, CRPC, AIF,Brian McKinney, CFP®,Nicholas A. Ibello, CFP®, AIF®
G. Tom Watson, CFA, CFP®'s latest job experience is senior financial planner & chairman of investment committee at williams asset management at Williams Asset Management
G. Tom Watson, CFA, CFP®'s latest education in Towson University
