A recent survey asked foundations and endowments about how much risk they're willing to take to get their target return. Can you guess what the results found?
Stephanie Watts was born and raised in Liberty, Kentucky. Ms. Watts graduated from University of the Cumberlands in 2012 with a Bachelors in Science in Public Health and Human Services.
Ms. Watts joined Unified Trust in 2015 as the Wealth Management Receptionist. She currently serves as Client Administrative Specialist for the Wealth Management team.
She received the Financial Paraplanner Qualified Professional (FPQP™) from the College for Financial Planning in 2017 and the Accredited Investment Fiduciary (AIF®) in 2018.
Ms. Watts is responsible for assisting Financial Investment Advisors with client meeting documents, including account reviews and new account openings. Ms. Watts also assists the business team by assembling prospect proposals and helping establish new client relationships.
Blog Posts From This Team Member
Like a complex recipe, planning for retirement can have a lot of ingredients with a lot of instructions. To enjoy a successful retirement, you need all the ingredients, in the right amounts and in the correct order.