Raymond Watson - Financial Advisor, Ameriprise Financial Services, LLC
Why pick this one
Raymond Watson specializes in retirement planning and estate planning, holding multiple financial service certifications in Charlotte, NC.
Best for
- individuals seeking retirement planning
- clients needing estate planning services
- investors looking for asset management
Look elsewhere if
- looking for budget financial advice
- seeking short-term investment strategies
- requiring only basic financial planning
Specialties
- retirement planning
- estate planning
- investment management
Certifications
- APMA
- AAMS
- ADPA
- AEP
- AIF
- AWMA
- BFA
- CAP
- CAS
- CASL
- CDFA
- CEP
What makes them different
- certified as Accredited Asset Management Specialist™
- has an Accredited Domestic Partnership Advisor™ certification
- holds an Accredited Estate Planner® designation
- received Accredited Investment Fiduciary® certification
- has expertise as a Certified Divorce Financial Analyst
- Serves
- Charlotte
Distilled from this business's own website.
Contact & Location
- Address
- 13739 Steele Creek Rd Unit 200, Charlotte, NC 28273
- Phone
- 7046252711
- Website
- https://www.ameripriseadvisors.com/raymond.t.watson/
- RWatson@ampf.com
Services
- financial advisory services
- wealth management
- investment strategies