Locally Committed:
Bluegrass Community Foundation; Lexington Rotary Club; Woodford Humane Society; and founder of Comfort4Canines, Bluegrass Estate Planning Council, Officer & Board Member.
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
42
Years in accounting, tax, estate planning, financial planning and investments
42
EDUCATION
University of Kentucky Honors College (B.S. in Accounting)
1978
BUD WATSON, CPA
Contact Info
Senior Wealth Management Advisor
859-963-4214
bud.watson@wealthsouth.com
NMLS #421224
Primary Responsibilities:
- Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies through WealthSouth’s personalized financial planning process.
- Execution and ongoing management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
- Client liaison in working with attorneys, CPAs and other necessary parties.
Core Philosophy
I focus on providing our clients with guidance as they encounter the various financial needs and decisions we all do throughout our lifetimes. My goal is to understand their wants and concerns, provide some options and counsel, and help them make thoughtful and educated decisions.
