BUD WATSON, CPA
976
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Wealth Management Danville Kentucky

PROFESSIONAL EXPERIENCE

Years of experience in the financial industry
42
Years in accounting, tax, estate planning, financial planning and investments
42

Locally Committed:

Bluegrass Estate Planning Council (President); Bluegrass Community Foundation; Lexington Rotary Club; Woodford Humane Society; and founder of Comfort4Canines.

EDUCATION

University of Kentucky Honors College (B.S. in Accounting)
1978

BUD WATSON, CPA

Contact Info

Senior Wealth Management Advisor
859-963-4214

NMLS #421224

Primary Responsibilities:

  • Use financial and tax planning to coordinate client goals and strategies. Focus on cash flow & retirement planning, life & long-term care planning, tax & estate planning and strategic lending.
  • 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.

FOR CONTACT INFORMATION