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Cfp Andy Watts
Cfp Andy Watts
President, Avantax Wealth Management | Avantax
United States
Cfp Andy Watts
Summary
Andy Watts is an accomplished financial services executive with extensive experience in corporate development and strategic growth initiatives. As President of Avantax Wealth Management, he leads efforts to optimize sales and enhance client value through innovative financial planning solutions. His career spans over two decades, during which he has successfully integrated acquisitions and developed strategic programs that drive significant revenue growth. Andy is recognized for his ability to lead cross-functional teams and execute large-scale projects that transform organizational processes. He is also a certified financial planner, emphasizing a holistic approach to wealth management. Passionate about mentoring and developing talent, he has a track record of coaching advisors to achieve their full potential. Outside of his professional life, Andy enjoys exploring emerging technologies that can enhance financial services.
Cfp Andy Watts
Work Experience
President, Avantax Wealth Management at
Avantax
August 2024 - Present
Vice President,Planning & Growth Solutions at
Avantax Wealth Management
April 2020 - August 2024
Vice President, Corporate Development at
Blucora
July 2019 - April 2020
Senior Director, Strategic Growth Initiatives at
Blucora
October 2017 - June 2019
Director, Wealth Management at
HD Vest Financial Services
May 2011 - October 2017
Advisory Marketing Specialist at
HD Vest Financial Services
March 2004 - May 2011
Cfp Andy Watts
Education
Texas A&M University - Mays Business School
January 2001 - January 2003
Frequently Asked Questions about Cfp Andy Watts
What is Cfp Andy Watts email address?
Cfp Andy Watts's primary email address is **********@avantax.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Andy Watts work for?
Cfp Andy Watts is a President, Avantax Wealth Management at Avantax, a company specializing in Functions related to depository banking.
Where Cfp Andy Watts graduated from?
Cfp Andy Watts holds a degree in from Texas A&M University - Mays Business School.
How can I directly contact Cfp Andy Watts?
To contact Cfp Andy Watts directly, you can use the email address **********@avantax.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Andy Watts?
Andy Watts is an accomplished financial services executive with extensive experience in corporate development and strategic growth initiatives. As President of Avantax Wealth Management, he leads efforts to optimize sales and enhance client value through innovative financial planning solutions. His career spans over two decades, during which he has successfully integrated acquisitions and developed strategic programs that drive significant revenue growth. Andy is recognized for his ability to lead cross-functional teams and execute large-scale projects that transform organizational processes. He is also a certified financial planner, emphasizing a holistic approach to wealth management. Passionate about mentoring and developing talent, he has a track record of coaching advisors to achieve their full potential. Outside of his professional life, Andy enjoys exploring emerging technologies that can enhance financial services.
Cfp`s contact details
**********@avantax.com
Colleagues
Vice President Enterprise Relationships and Business Consulting
Senior Managing Director | Head of Corporate Development, M&A and Succession Planning
Vice President, Head of Project Delivery & M&A Integrations
Vice President of Business Development
VP: Operations and Service Excellence
Regional Director, Enterprise Growth
Vice President