Ted Watson, Cfp®

Ted Watson, Cfp® Email and Phone Number

Founder, Financial Planner, Wealth Manager @ BCU Wealth Advisors, LLC
Wheaton, IL, US
Ted Watson, Cfp®'s Location
Wheaton, Illinois, United States, United States
Ted Watson, Cfp®'s Contact Details

Ted Watson, Cfp® work email

Ted Watson, Cfp® personal email

About Ted Watson, Cfp®

Helping families design financial strategies that enable long, comfortable, and peaceful lives both during their remaining working years as well as the expected 20-30 years of retirement.

Ted Watson, Cfp®'s Current Company Details
BCU Wealth Advisors, LLC

Bcu Wealth Advisors, Llc

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Founder, Financial Planner, Wealth Manager
Wheaton, IL, US
Website:
bcu.org
Employees:
1017
Ted Watson, Cfp® Work Experience Details
  • Bcu Wealth Advisors, Llc
    Founder, Financial Planner, Wealth Manager
    Bcu Wealth Advisors, Llc
    Wheaton, Il, Us
    View
  • Bcu Wealth Advisors, Llc
    Founder, Financial Planner, Wealth Manager
    Bcu Wealth Advisors, Llc Nov 2011 - Present
    Vernon Hills, Illinois, United States
    Fully-focused on helping successful executives, business owners and families design financial strategies that enable long, healthy and peaceful lives - both during their remaining working years and the expected 30 years of retirement.
    View
  • Bcu Wealth Advisors, Llc
    President
    Bcu Wealth Advisors, Llc 2011 - 2016
    Vernon Hills, Il
    - Founded, designed, built and grew new Registered Investment Advisory (RIA) business for Baxter Credit Union. - BCU Wealth Advisors is one of a select few RIA's that are wholly-owned by a non-for-profit credit union.- Executed vision of combining data-driven financial planning with an investment approach based on academic science.- Helped grow business from $0 to >$200 MM in assets under management in 5 years.
    View
  • Genworth Financial
    Vp, Strategic Accounts
    Genworth Financial 2004 - 2011
    View
  • Ge Capital
    Vp, Strategic Accounts
    Ge Capital 2001 - 2004
    View
  • Ge
    Global Account Manager
    Ge 1998 - 2001
    Pittsfield, Massachusetts Area
    View
  • Ge
    Six Sigma Black Belt
    Ge 1996 - 1998
    View
  • Ge
    Business Development, South America; Field Market Development, National Account Manager
    Ge 1988 - 1996
    View

Ted Watson, Cfp® Skills

Financial Services Series 63 Series 7 Retirement Planning Fixed Annuities Insurance Investments Financial Advisory Mutual Funds Retirement Portfolio Management Risk Management Financial Planning Investment Advisory Strategy Wealth Management Relationship Management Strategic Financial Planning Series 6 401k

Ted Watson, Cfp® Education Details

Frequently Asked Questions about Ted Watson, Cfp®

What company does Ted Watson, Cfp® work for?

Ted Watson, Cfp® works for Bcu Wealth Advisors, Llc

What is Ted Watson, Cfp®'s role at the current company?

Ted Watson, Cfp®'s current role is Founder, Financial Planner, Wealth Manager.

What is Ted Watson, Cfp®'s email address?

Ted Watson, Cfp®'s email address is te****@****ail.com

What schools did Ted Watson, Cfp® attend?

Ted Watson, Cfp® attended Penn State University, Cfp Board Of Standards, The Aji Network, Inc., Ge Financial Management Program (Fmp), University Of Virginia Darden School Of Business.

What skills is Ted Watson, Cfp® known for?

Ted Watson, Cfp® has skills like Financial Services, Series 63, Series 7, Retirement Planning, Fixed Annuities, Insurance, Investments, Financial Advisory, Mutual Funds, Retirement, Portfolio Management, Risk Management.

Who are Ted Watson, Cfp®'s colleagues?

Ted Watson, Cfp®'s colleagues are Laura Hodgetts, Mike Filby, Stish Sarna, Manoj Kumar, Sue Scarff, Sundas I., Max Hart.

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