Les Watson, Cfp®,Cima®,Cpwa®,Rma®,Cepa®, Ricp® Email & Phone Number

Les Watson is Managing Director of Wealth Solutions and Certified Financial Planner ™ (CFP) at Yellowwood Wealth Solutions, a Financial Planning and Investment Management boutique in Charlotte NC. Les holds the Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), Retirement Income Certified Professional® (RICP®) and Retirement Management Advisor® (RMA®) designations awarded by the Investments & Wealth Institute™ (The Institute). Les started his career with A.G. Edwards and Sons, Inc. in 2001, and worked for Merrill Lynch until November 2018. Les takes a Wealth Management approach with clients, getting to know their specific Life, Financial Planning and Investment challenges. After the initial strategy is in place, Les communicates with clients on a regular basis to help make sure that changing circumstances haven’t created a need to adjust the strategy. Les excels at helping clients cope with the emotional aspects of investing, insuring that financial goals are kept front and center even during times of tough market volatility and negative news in the media. Les wants clients to get the most Life out of their financial resources!Les has taught the Investments course for the CERTIFIED FINANCIAL PLANNER™ program at both Queens University in Charlotte and at the University of North Carolina at Charlotte, and has enjoyed teaching the Dave Ramsey, Biblically based financial courses over the years.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.Investment advisory services offered through tru Independence Asset Management, LLC DBA Yellowwood Wealth Advisors, LLC, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.

Listed skills include Financial Planning, Certified Financial Planner, Retirement Income Planning, Retirement Planning, and 4 others.