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  • C. Richard Watson, CFP®, CFA®

  • Richard Watson

    C. Richard Watson, CFP,® CFA,®

    Vice President, Senior Financial Advisor

    511 Union Street, 4th Floor, Nashville, TN 37219
    615-734-6367
    crwatson@FTBAdvisors.com

    EXPERIENCE

    • 20 years of experience in the financial services industry
    • Currently focused on providing: Customized Investment, Insurance, and Estate planning for high-net-worth clients
    • Additional expertise includes: Business Transition planning services for middle market clients ($10mm to $250mm in enterprise value)

    EDUCATION

    • Bachelors in Finance, Accounting, and Financial Services

    PROFESSIONAL AFFILIATIONS/LICENSES

    • Chartered Financial Analyst®
    • Certified Financial PlannerTM
    • Series 7 & 63 licenses
    • Life & Health Insurance Licenses for TN
    • CFA Society of Nashville
    • Financial Planning Association

    COMMUNITY INVOLVEMENT

    • Volunteer, Hands on Nashville, Habitat for Humanity, Youth Villages, EastCAN

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