Barry Watson

Barry Watson Email and Phone Number

Partner, CPA & CFP® Wealth Advisor at The Martin Worley Group @ The Martin Worley Group
cottonwood heights, utah, united states
Barry Watson's Location
Salt Lake City, Utah, United States, United States
Barry Watson's Contact Details

Barry Watson personal email

About Barry Watson

Specialties: Certified Public Accountant & CERTIFIED FINANCIAL PLANNER™

Barry Watson's Current Company Details
The Martin Worley Group

The Martin Worley Group

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Partner, CPA & CFP® Wealth Advisor at The Martin Worley Group
cottonwood heights, utah, united states
Website:
martinworley.com
Employees:
7
Barry Watson Work Experience Details
  • The Martin Worley Group
    Partner, Cpa & Cfp® Wealth Advisor
    The Martin Worley Group Jan 2017 - Present
    Greater Salt Lake City Area
    As a holistic, boutique wealth management firm with genuine interest in your well-being and success, we listen first to honor your unique circumstances and attitudes toward money, helping you navigate what can be an emotional process. Celebrating our differences, we work with a diverse clientele, and pride ourselves on treating you with dignity, fairness and respect.
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  • S.K. Hart Management Llc
    Tax Manager, Controller & Investment Committee Member
    S.K. Hart Management Llc Jun 2011 - Jul 2016
    Greater Salt Lake City Area
    Tax Manager, Controller & Investment Committee Member for the private investment company / ultra high-net-worth single family office with diversified holdings including marketable securities, direct real estate, direct private loans, private equity and hedge funds.
  • Pittenger & Anderson, Inc.
    Investment Officer
    Pittenger & Anderson, Inc. Jun 2007 - Jun 2011
    Lincoln, Nebraska Area
    Served on the firm’s investment committee, primarily managing custom investment portfolios for high net-worth individuals, trusts and private foundations. In addition to asset management and financial planning, P&A consults clients on all facets of their financial affairs.
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  • Ernst & Young, Llp
    Financial Auditor
    Ernst & Young, Llp May 2005 - May 2007
    Kansas City, Missouri Area
    Provided audit and attestation services to mutual funds, broker/dealers, insurance companies and other businesses primarily in the financial services industry.
    View

Barry Watson Skills

Wealth Management Services Strategic Financial Planning High Net Worth Individuals Portfolio Management Investment Advisory Financial Planning Estate Planning Securities Financial Services Private Equity Financial Markets Mutual Funds Finance Auditing Holistic Financial Planning Donor Advised Funds Tax Compliance Private Foundations Charitable Trusts Tax Efficiency Charitable Gift Planning Valuation Modeling Cpa

Barry Watson Education Details

Frequently Asked Questions about Barry Watson

What company does Barry Watson work for?

Barry Watson works for The Martin Worley Group

What is Barry Watson's role at the current company?

Barry Watson's current role is Partner, CPA & CFP® Wealth Advisor at The Martin Worley Group.

What is Barry Watson's email address?

Barry Watson's email address is bw****@****hoo.com

What schools did Barry Watson attend?

Barry Watson attended University Of Nebraska-Lincoln.

What skills is Barry Watson known for?

Barry Watson has skills like Wealth Management Services, Strategic Financial Planning, High Net Worth Individuals, Portfolio Management, Investment Advisory, Financial Planning, Estate Planning, Securities, Financial Services, Private Equity, Financial Markets, Mutual Funds.

Who are Barry Watson's colleagues?

Barry Watson's colleagues are Terra J Thurgood, Shandon Johnson, Cfp®, Kari Houston, Courtnee Hansen.

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