WealthSouth | BUD WATSON, CPA

BUD WATSON, CPA

976

portfolio_page-template-default,single,single-portfolio_page,postid-976,bridge-core-2.5.2,qode-quick-links-1.0,ajax_fade,page_not_loaded,,qode-title-hidden,qode_grid_1300,hide_top_bar_on_mobile_header,qode-theme-ver-23.7,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-6.11.0,vc_responsive,elementor-default,elementor-kit-1402

PROFESSIONAL EXPERIENCE

Years of experience in the financial industry

Years in accounting, tax, estate planning, financial planning and investments

Locally Committed:

Bluegrass Community Foundation; Lexington Rotary Club; Woodford Humane Society; and founder of Comfort4Canines, Bluegrass Estate Planning Council, Officer & Board Member.

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.