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The
Watts Gwilliam & Company Team
Jeffrey S. Watts
[ jeff@wattsgwilliam.com
]
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 companies including Intel Corporation, Home Depot, Microsoft, and Microchip Technologies.
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. He is actively involved in the Boy Scouts of America. Jeff and his wife Kari have three children and reside in Gilbert, AZ.
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D. Bradford
Gwilliam [ brad@wattsgwilliam.com
]
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 three children.
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David B. Watts
[ dave@wattsgwilliam.com
]
Dave helps 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. 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
four children and reside in Gilbert.
Away from the office Dave enjoys athletics, photography and spending time with his kids.
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