Ethan Watts Email & Phone Number
Who is Ethan Watts? Overview
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Ethan Watts is listed as Associate Financial Advisor at Savant Wealth Management, a with 160 employees, based in Machesney Park, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Ethan Watts.
Ethan Watts previously worked as Junior Associate at Savant Wealth Management and Investment Analysis Intern at Hendricks Commercial Properties. Ethan Watts holds Bachelor Of Arts - Ba, Business Management, Senior from Beloit College.
Email format at Savant Wealth Management
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About Ethan Watts
Current business student who particularly enjoys learning about portfolio management, capital markets, and financial advising. In addition to school, during my senior year I will also be working for Hendricks Commercial Properties as a financial analyst intern.
Ethan Watts's current company
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Ethan Watts work experience
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Junior Associate
Investment Analysis Intern
Financial Planning Intern
- Utilized and managed multiple software platforms, including Tamarac, MoneyGuidePro, Holistiplan, Salesforce, and Social Security Analyzer to ensure efficacy and alignment of all in-place planning strategies- Conducted thorough audits of Savant’s planning and advisory services that were professionally presented to advisors- Provided tailored recommendations on education planning, tax analysis, charitable giving, Roth conversions, and pension strategies based on client needs and service gaps- Crafted founding documents for a recognized non-profit corporation and completed the IRS Form 1023 for tax-exempt status- Participated in client meetings to present investment performance and planning strategies, addressing client inquiries with expertise and professionalism- Facilitated meetings with interns and professionals to review and update the status of current projects
Order Pick-Up And Delivery Team Member
Procure orders for customer pick-up and delivery, facilitate order deliveries to customers, and load customers up with orders varying in size from a box of screws to multiple pallets of material.
Legislative Intern
Constituent casework, compiling contact lists, composed official State recognitions, and attended Congressional events.
Tutor
Predominately tutored accounting, general chemistry I, and assisted students with research writing, especially research methods and integrating findings into their paper. Also served in a pilot embedded tutoring program, which was basically a TA position in English 101.
Colleagues at Savant Wealth Management
Other employees you can reach at savantwealth.com. View company contacts for 160 employees →
Benjamin Piper
Colleague at Savant Wealth ManagementGreater Rockford Area, United States
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Joel Sauer, Cfp®, Cima®, Chfc®
Colleague at Savant Wealth ManagementGreater Madison Area, United States
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Ritu Jain
Colleague at Savant Wealth ManagementWilmette, Illinois, United States
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MA
Martin Armbruster
Colleague at Savant Wealth ManagementGreenwood, Indiana, United States
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Ronald Vascik Jr Cpa
Colleague at Savant Wealth ManagementDover, Delaware, United States
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AM
Andrea Morales Casanas
Colleague at Savant Wealth ManagementTravelers Rest, South Carolina, United States
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VD
Veronica Do Rio
Colleague at Savant Wealth ManagementReading, Pennsylvania, United States
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Grace Savino
Colleague at Savant Wealth ManagementBirmingham, Alabama, United States
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SR
Stacy Roggensack
Colleague at Savant Wealth ManagementRockford, Illinois, United States
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MW
Matt Witter, Cfp®, Cep, Chfc®, Aif®
Colleague at Savant Wealth ManagementGreater Philadelphia, United States
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Ethan Watts education
Bachelor Of Arts - Ba, Business Management, Senior
A.A., Economics, Accounting, Humanities, 4.0 - Highest Honors
High School Diploma
Frequently asked questions about Ethan Watts
Quick answers generated from the profile data available on this page.
What company does Ethan Watts work for?
Ethan Watts works for Savant Wealth Management.
What is Ethan Watts's role at Savant Wealth Management?
Ethan Watts is listed as Associate Financial Advisor at Savant Wealth Management.
Where is Ethan Watts based?
Ethan Watts is based in Machesney Park, Illinois, United States while working with Savant Wealth Management.
What companies has Ethan Watts worked for?
Ethan Watts has worked for Savant Wealth Management, Hendricks Commercial Properties, Menards, Senator Dave Syverson, and Rock Valley College.
Who are Ethan Watts's colleagues at Savant Wealth Management?
Ethan Watts's colleagues at Savant Wealth Management include Benjamin Piper, Joel Sauer, Cfp®, Cima®, Chfc®, Ritu Jain, Martin Armbruster, and Ronald Vascik Jr Cpa.
How can I contact Ethan Watts?
You can use AeroLeads to view verified contact signals for Ethan Watts at Savant Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Ethan Watts attend?
Ethan Watts holds Bachelor Of Arts - Ba, Business Management, Senior from Beloit College.
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