Broker Check
 Bessann H. Watson

Bessann H. Watson

Wealth Management Advisor ChFC® CCLU® AEP® CExP™ CLTC

Bessann H Watson joined the firm in 2005 and began a practice focused on sophisticated financial strategies. Founded in part on the depth and breadth of her prior multi-faceted career, she brings a background in business development, income producing real estate, and master planning.

Creating broad, deep and inspiring solutions to clients' challenges and hopes, Bessann has co-founded the firm with a focus on delivering graceful strategies and lifelong relationships with a tailored, productive, and individual approach.

 

Licenses:

  • General Securities Representative (FINRA Series 7)
  • Investment Company and Variable Contracts (FINRA Series 6)
  • Uniform Investment Advisor Registered Representative (FINRA Series 66) 
  • Life, Health and Variable Annuity Licensed (FL 2-15)

Designations:

  • Certified Financial Planner™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Accredited Estate Planner (AEP®)
  • Certified in Long-Term Care (CLTC®)
  • Certified Exit Planner (CExP™)
  • Retirement Income Certified Professional (RICP®)

 Awards:

  • Million Dollar Round Table Qualifier
  • Million Dollar Round Table Court of the Table Qualifier

  

Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, AR insurance license #8087599, CA insurance license #0I59673.

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