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James Watts

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James Watts

Sales Manager, VP | Wells Fargo Advisors

California, San Francisco, United States

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James Watts

Summary

James Watts is a seasoned financial professional with over two decades of experience in investments and client management. Currently serving as a Senior Financial Advisor and Managing Director at Madera Ridge Financial Group of Wells Fargo Advisors, he has a strong background in both sales and investment strategies. His career includes significant roles at Merrill Lynch and Stephens, where he honed his skills in client relations and portfolio management. James is particularly adept at navigating complex financial landscapes, making him a valuable asset for clients seeking tailored investment solutions. He holds a Bachelor's Degree from the University of California, Santa Barbara, and is licensed to operate in multiple states. Known for his leadership and adaptability, he is committed to continuous professional development and excellence in service delivery. Outside of work, James engages with emerging financial technologies and trends, reflecting his interest in innovation within the finance sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

James Watts

Work Experience

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Managing Director - Investments at Madera Ridge Financial Group of Wells Fargo Advisors at

Wells Fargo Advisors

December 2020 - Present

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James Watts

Education

University of California, Santa Barbara, Bachelor's Degree

January 1980 - January 1983

Frequently Asked Questions about James Watts

What is James Watts email address?

James Watts's primary email address is *************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does James Watts work for?

James Watts is a Sales Manager, VP at Wells Fargo Advisors.

Where James Watts graduated from?

James Watts holds a degree in null from University of California, Santa Barbara.

How can I directly contact James Watts?

To contact James Watts directly, you can use the email address *************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.

Who is James Watts?

James Watts is a seasoned financial professional with over two decades of experience in investments and client management. Currently serving as a Senior Financial Advisor and Managing Director at Madera Ridge Financial Group of Wells Fargo Advisors, he has a strong background in both sales and investment strategies. His career includes significant roles at Merrill Lynch and Stephens, where he honed his skills in client relations and portfolio management. James is particularly adept at navigating complex financial landscapes, making him a valuable asset for clients seeking tailored investment solutions. He holds a Bachelor's Degree from the University of California, Santa Barbara, and is licensed to operate in multiple states. Known for his leadership and adaptability, he is committed to continuous professional development and excellence in service delivery. Outside of work, James engages with emerging financial technologies and trends, reflecting his interest in innovation within the finance sector.

James`s contact details

mail

*************@wellsfargoadvisors.com

Colleagues

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Harold Weber

First Vice President

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Harry Hendricks

Senior Financial Consultant

Haynes Huffard

Sales Representative

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Heather Mudgett

Registered Sales Assistant

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Helen Irungu

Registered Representative, District Manager

Mark Pignotti

Senior Vice-President

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Mark R Waltersheide

Trust Investment Officer

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Mark Saroka

Financial Advisor

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Mark Schaaf

Financial Advisor, Managing Director-Investments

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Mark Schlig

Vice Presidents, Investments

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