Our Team

Our Team

Jeffrey S. Watts

Jeff is a key contributor to our firm's financial planning efforts. Much of Jeff’s work is dedicated to assisting those with employee stock options and concentrated stock positions. Prior to starting the firm, Jeff had been with Merrill Lynch & Co. in Phoenix since 1998 responsible for new business development and overseeing client assets. While at Merrill Lynch, Jeff was recognized as a Wealth Management Advisor specializing in helping high net worth clients develop and implement sophisticated investment strategies. Jeff has taught numerous seminars on stock options and concentrated stock strategies to many of the largest public companies in the United States. 

Jeff received his B.A. from Brigham Young University's Marriott School of Management, with an emphasis in Finance. He enjoys waterskiing, working out, and reading.  Jeff and his wife Kari have four daughters and a son. They reside in Gilbert, AZ.

D. Bradford Gwilliam

Brad oversees the day-to-day investment management of client accounts and is a key contributor to our firm's success in developing sophisticated investment strategies for high net worth investors. Prior to the formation of Watts Gwilliam & Co., Brad spent 5 years working for Merrill Lynch as a Wealth Management Advisor. In this capacity he developed strict investment disciplines for clients centered on his core belief in Strategic Asset Allocation. Before working at Merrill Lynch, Brad covered the Midwest region for a national mutual fund company and also worked on their trading desk. 

Brad received his education from Arizona State University's School of Finance. He enjoys golfing, running, camping, woodworking, coaching his children's soccer and little league teams, and volunteering for the Boy Scouts as the local Scoutmaster. Brad and his wife, Jo, are third generation Arizona Natives and have six children. 

David B. Watts

Dave helps individuals with large single-stock positions, business owners, professional athletes, and other high net worth clients develop and implement financial plans and strategies. These strategies include wealth transfer plans for concentrated stockholders and business owners, tax minimization with employee stock options, cash flow management, and risk management. Dave co-developed “Your Life Incorporated”, a financial plan used by professional athletes in the management of their personal financial lives. Prior to starting the firm, Dave had been with Merrill Lynch & Co. where he worked for 5 years in the Los Angeles area and 1 year in Phoenix.

Dave received his BS degree from the Marriott School of Management at Brigham Young University where he played on the Varsity Football team. After receiving his BS degree, Dave continued his education at the University of California Santa Barbara where he received his designation as a Professional Financial Planner. Dave and his wife Lori have five children and reside in Gilbert. Away from the office Dave enjoys sports and photography and gets to the beach for surfing as often as possible.

Jeffrey Fryer

Jeff helps clients achieve their goals of attaining financial independence through Strategic Asset Allocation. Knowing that every client is different, he looks for unique, customized solutions. Prior to joining Watts Gwilliam & Company, he spent almost 10 years with Charles Schwab and Company. At Schwab, he worked with both high net-worth and active-trader clients. Jeff received numerous awards for outstanding service and performance. With Schwab Institutional, he was a relationship manager for Independent Advisors managing client assets in excess of $3 billion. While there, Jeff learned the importance of quality financial advice built on trust and integrity and of always putting the clients’ needs first.

Jeff earned a Bachelor of Science degree in Finance from Arizona State University. Away from work, you can usually find Jeff playing golf or training for his next triathlon. He is also a closet chef who enjoys the creative outlet that cooking provides. Other areas of interest include reading, movies, travel, coaching youth sports and participating in various social and charity committees. Jeff is married with three Labradors.

Mark Vest

Mark’s role with the firm is in the area of business development with a focus on individuals with concentrated stock positions as well as investors who are looking to generate additional income from a diversified holding. This is done through the Watts Gwilliam & Company proprietary investment strategy known as IPOM (Income Producing Options Model). Mark conducts web seminars pertaining to the mechanics and potential benefits of income generation on large single company stock positions.

Mark is also active in developing long term investment strategies for clients that are consistent with their needs, goals and circumstances.

Prior to working as a wealth manager, Mark spent 25 years in sales and sales management positions with corporations in the medical / surgical industry.

Mark received his MBA degree from the Arizona State University with emphasis in marketing and finance. Mark also holds a BS degree from the University of Arizona in business. Mark enjoys golf, tennis, and other athletics. His real love is spending time with his wife and family.

Daniel P. Forrest

Daniel is a licensed Investment Advisor Representative whose duties include active portfolio management and wealth management services. As a member of Watts Gwilliam's investment committee, Daniel also analyzes potential investment opportunities for clients of the firm. Daniel is focused on delivering a positive customer experience built on honesty, integrity, and confidentiality. He joined Watts Gwilliam in May of 2014.

Daniel graduated from Brigham Young University where he studied Economics and Business Management. He holds various licenses in the state of Arizona. As member of the Urban Land Institute and as a licensed real estate agent, Daniel uses his real estate background to provide unprecedented service to investors with short-term liquidity needs.

Daniel enjoys spending time with his wife, Kiley, and their two-month-old daughter, Navy. He also enjoys serving in his church and being an active member of his community.

Sue Farrow

As our Client Service Manager, Sue’s mission is to provide exceptional service to our clients.  Sue’s attention to detail and her ability to keep organized under all situations helps her as she manages the day-to-day servicing of client accounts.

After raising her children, Sue joined Watts Gwilliam in 2007.  She has been an integral part of the growth of the company.

Sue was raised in Southern Idaho along the shores of Bear Lake.  She and her husband, Ken, settled in Arizona in 2002 and with the exception of a 2 year stint in Texas have been here since.  Sue and her husband have 4 children and are now enjoying being grandparents.  Away from the office, Sue enjoys quilting, reading, and playing the piano. 

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