Company Email Format Management

Watts Gwilliam & Co.

Financial Services 2730 S. Val Vista Dr. 12 employees

Employees: 12
Contacts: 4
Emails: 4
Phones: 3

wattsgwilliam.com LinkedIn

Watts Gwilliam & Co. Overview

Headquarters: 2730 S. Val Vista Dr.
Phone Number: Available in AeroLeads
Website: wattsgwilliam.com
Industry: Financial Services
Employees: 12
Founded: 2004
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Concentrated Stock Covered Calls Portfolio Construction Option Trading

About Watts Gwilliam & Co.

Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.

Watts Gwilliam & Co. Contact Details

People in AeroLeads: 4
With contact data: 4
Email contacts: 4; 100.0% coverage
Phone contacts: 3; 75.0% coverage

Watts Gwilliam & Co. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ben Cooper	Investments, Wealth Management, Asset	Gilbert, Arizona, United States	Email Phone
Mark Vest	Investment Advisor at Watts Gwilliam	Mesa, Arizona, United States	Email Phone
Jeff Watts	Founding Member,watts Gwilliam	Gilbert, Arizona, United States	Email Phone
David Watts	Founding Member, Watts Gwilliam and Co.	Gilbert, Arizona, United States	Email