G. Tom Watson, CFA, CFP®

Senior Financial Planner & Chairman of Investment Committee at Williams Asset Management
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Contact Information
us****@****om
(386) 825-5501
Location
Columbia, Maryland, United States, US
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Credentials

  • CERTIFIED FINANCIAL PLANNER™ Professional
    CFP Board
    Dec, 2017
    - Sep, 2024
  • Chartered Financial Analyst (CFA) Charterholder
    CFA Institute
    May, 2017
    - Sep, 2024
  • Series 66 - Uniform Combined State Law License
    Financial Industry Regulatory Authority (FINRA)
    Oct, 2014
    - Sep, 2024
  • Series 7 - General Securities Representative License
    FINRA (Financial Industry Regulatory Authority)
    Oct, 2014
    - Sep, 2024

Experience

  • Williams Asset Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Planner & Chairman of Investment Committee
      • Aug 2017 - Present

Education

  • Towson University
    Bachelor of Science (B.S.), Actuarial Science and Risk Management
    2008 - 2010

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