Raymond Watson - Ameriprise Financial Advisor
Financial Advising
Why pick this one
Raymond Watson specializes in retirement and estate planning, holding multiple financial certifications essential for asset management.
Best for
- individuals seeking retirement planning
- domestic partners needing financial advice
- high net worth clients requiring investment strategies
Look elsewhere if
- looking for budget financial advice
- seeking basic investing guidance without specialized focus
Specialties
- retirement planning
- estate planning
- financial planning for domestic partners
- wealth management
Certifications
- AAMS
- ADPA
- AEP
- AIF
- APMA
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- Holds multiple financial planning certifications
- Specializes in asset management and retirement planning
- Offers financial advice tailored for domestic partners
- Extensive training in estate planning and taxation
- Focuses on investment strategies for high net worth clients
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13739 Steele Creek Rd, Charlotte, NC 28273-7138
- Phone
- +17046252711
- Website
- https://www.ameripriseadvisors.com/raymond.t.watson
- RWatson@ampf.com
Services
- financial advising