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H. Terrill Watts, Jr., CPA,CFP®, PFS

H.Terrill Watts Jr., CPA

3355 Lenox Rd NE
Ste 750
Atlanta, GA 30326-1353
Phone: (678) 510-1734
Fax: (678) 510-1735

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Household Income Minimum: $100,000
Investable Asset Minimum: $30,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Banking
  • Asset Allocation
  • Cross-border Planning
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Startup
  • Succession Planning
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Personal Taxes

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: GA, Health/disability insurance: GA, Fixed annuities: GA, Variable annuities: GA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
Broker-Dealer Affiliation
1st Global Capital Corporation
Broker-Dealer Disclaimer
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors, Inc.

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.