Locally Committed:
Bluegrass Community Foundation; Lexington Rotary Club; Woodford Humane Society; and founder of Comfort4Canines.
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
39
Years in accounting, tax, estate planning, financial planning and investments
39
EDUCATION
University of Kentucky Honors College (B.S. in Accounting)
1978
BUD WATSON
Contact Info
Senior Wealth Management Advisor in Lexington, KY
859-963-4214
bud.watson@wealthsouth.com
NMLS #421224
WealthSouth Lexington, KY
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.
