About
Kelly Watts is a Vice President and Senior Financial Advisor with WTB Investment Services. Kelly began his career as a financial advisor in 2001, and he uses the wide range of knowledge he has gained over the past two decades to best serve his clients. After gaining an understanding of current and expected future cash flow and net worth, Kelly works with clients to provide an investment strategy tailored to their unique financial situations and future goals.
Credentials
- FINRA Series 7
- FINRA Series 63
- FINRA Series 65
- AIF®
- Life insurance license
- Health insurance license
Education
- BA, George Fox University