Jim Watson
Vice President
Financial Advisor, LPL
12230 Manchester Rd.
Des Peres, MO 63131
The financial world can seem complex and somewhat daunting. People can benefit from working with a knowledgeable advisor.
I believe in simplifying the process by offering personalized plans and ongoing guidance. Taking into consideration your entire financial picture, I can put a plan in place aimed at reaching your goals while managing risk. Once in place, I monitor your plan, and review the process with you. I keep in mind any changes in your personal situation as well as an evolving economy.
I take my responsibility to you seriously. I pledge to act with care, skill, prudence and diligence when working with you and your portfolio. Investment recommendations are made in your best interest. Any fees or charges will be disclosed in advance.
Achievements:
- Licenses - Series 7 & 66 - Held with LPL Financial
Client-Focused Wealth Management
Central Investment Advisors focuses on you and the unique set of financial circumstances you and your family face. Getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your short- and long-term objectives. By building a lasting, personal relationship with you, we are able to help you anticipate needs and plan for the future.
Strategies for Your Wealth Management Needs
We help you create a personalized financial strategy based on your lifestyle goals. Using our discovery process, we work with you to build an appropriate plan that supports your objectives, and then monitor it to help you stay on track. Our services and strategies include:
- Retirement planning
- Business strategies
- Investment planning
- Small Business strategies
- Estate planning
- Insurance
- Education planning
- Risk management
- Tax strategies
- Gifting strategies
Neither LPL Financial, nor its registered representatives, offer tax or legal advice.