Donald Watson

Financial Advisor

JD, LLM at SkyOak Wealth Management in Medford, OR

About

Don enjoys assisting clients in developing and implementing investment strategies customized to the client. He does not believe in a “one size fits all” approach and takes the time to develop strategies for clients to complement their financial objectives. In addition to being an experienced investment advisor, Don utilizes his legal background to provide expertise with estate, business, and tax planning for high net worth individuals and business owners. Don also has substantial experience and expertise in the sophisticated use of unique products to mitigate investment risk.

Address
229 N Bartlett 1st Floor in Medford, OR 97501
Info
Year started: 1998

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Michael
Answered by Pamela J. Horack, , CFP®PRO+ in Lake Wylie, SC
Hi Michael! I'm a huge fan of paying off debt as soon as possible. You can't build your finances up if you are busy filling in a hole of debt. Make a plan to focus all...
3

Specialties

  • Annuities
  • Bonds & Fixed Income
  • Business Planning
  • Equities
  • Estate Planning
  • Life Insurance
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
License # CRD# 3110609
Series 63
License # CRD# 3110609
Series 66
License # CRD# 3110609

Associations

Washington Bar Association

Background

Experience

Registered Representative
Registered Representative
Registered Representative
Investment Advisory Representative & Registered Representative
Investment Advisory Representative & Registered Representative
Investment Advisory Representative & Registered Representative
Investment Advisory Representative & Registered Representative
Financial Advisor
Investment Advisory Representative
Registered Representative
Registered Representative

Education

University of Washinton
University of Washington
University of Washington
Seattle University School of Law
University of Washington School of Law

Disclosure

Securities offered through KW Securities, Inc.. Larkspur, CA. Member FINRA/SIPC. Financial Planning and Investment Advisory Services offered through SkyOak Wealth Management Inc., a Registered Investment Advisor. Fixed insurance products offered through SkyOak Asset Protection Group, LLC. KW Securities, Inc. are not an affiliated companies. It is recommended that the individual contact the advisor directly before acting on any information contained here. Response provided is for general informational purposes only. Nothing provided should be deemed as advice or a recommendation. Advisor does not provide advice or a recommendation without extensive knowledge of the financial situation, objectives, risk tolerance, and investing history of the individual seeking information. JD and LLM are educational degrees and holder does not provide legal services on behalf of KW Securities, Inc., SkyOak Wealth Management, Inc., or SkyOak Asset Protection Group, LLC. SkyOak is not in the business of providing legal or tax advice; please consult with your professional advisor before making any decision.