kathy.watts@benjaminfedwards.com
Phone: 504-208-4779
Toll Free Phone: 877-208-4799
Phone (Direct): 504-208-4779
Benjamin F. Edwards - Metairie, LA
3510 N Causeway Blvd
Ste 520
Metairie, LA 70002
Check the background of this investment professional on FINRA’s BrokerCheck

Kathy Watts, CFP®

Associate Vice President – Investments

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 as a financial advisor when I helped open the Metairie office. I began my financial services career in 1998, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

When I’m not working, I enjoy attending and watching Green Bay Packers football games, and antiquing. I’m an avid collector of vintage and antique items, particularly dolls and toys that I like to restore. I’m also a huge animal lover, and my favorite time of the year is Mardi Gras season.

AREAS OF CONCENTRATION

  • Asset Allocation
  • Business Owner Services
  • Education Planning Strategies
  • Executive Services
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

CREDENTIALS AND EDUCATION

  • University of Wisconsin-Oshkosh, Bachelor of Arts Degree in Education
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, 2007

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.