Vanessa Watt CFA, CPWA ^®

Vanessa specializes in the development of comprehensive wealth management plans, the execution of goal-based planning strategies and the management of client investment portfolios. All such services are specifically tailored to each client’s unique needs and delivered in a team-based environment. She has ten years of experience in the financial services industry and holds a bachelor’s degree with majors in economics and finance from Florida Gulf Coast University. Vanessa is also a Chartered Financial Analyst^® Charterholder and has earned the Certified Private Wealth Advisor^® designation.