Directory

>

Cfp Andy Watts

avatar

Cfp Andy Watts

President, Avantax Wealth Management | Avantax

United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Andy Watts

Work Experience

company logo

President, Avantax Wealth Management at

Avantax

August 2024 - Present

💼

Vice President,Planning & Growth Solutions at

Avantax Wealth Management

April 2020 - August 2024

company logo

Vice President, Corporate Development at

Blucora

July 2019 - April 2020

company logo

Senior Director, Strategic Growth Initiatives at

Blucora

October 2017 - June 2019

company logo

Director, Wealth Management at

HD Vest Financial Services

May 2011 - October 2017

company logo

Advisory Marketing Specialist at

HD Vest Financial Services

March 2004 - May 2011

Logos provided by Logo.dev

Cfp Andy Watts

Education

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

mail

**********@avantax.com

Colleagues

avatar
Michael Kobs

Vice President Enterprise Relationships and Business Consulting

avatar
Michael Molnar

Senior Managing Director | Head of Corporate Development, M&A and Succession Planning

avatar
Mike Hannah

Vice President, Head of Project Delivery & M&A Integrations

Laurie Stack

Vice President of Business Development

avatar
Dan Kocher

VP: Operations and Service Excellence

avatar
David Colby

Regional Director, Enterprise Growth

avatar
Al Prentice

Vice President

View Contact details (it's free)
Request Profile Removal