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Kelly Watts is a Vice-President and Investment Representative with WTB Investment Services. Kelly began his career as a financial advisor in 2001. Kelly typically works with professionals and business owners who are in the latter stages of their careers or already in the …
About Kelly
Kelly Watts is a Vice-President and Investment Representative with WTB Investment Services. Kelly began his career as a financial advisor in 2001. Kelly typically works with professionals and business owners who are in the latter stages of their careers or already in the retirement phase of their financial lives. After gaining an understanding of their 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.
Professional Affiliations
- Nampa Optimist Youth Football program, Volunteer coach
- Middleton School District, Volunteer
- Boise Rescue Mission, Board Member
Credentials
- Accredited Investment Fiduciary (AIF)®
Education
- George Fox Universtiy
- B.A. in Management and Organizational Leadership