Kathy Watts CFP^®

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 PLANNER^TM (CFP®) professional, 2007