Lamar Watson Email & Phone Number

Lamar Watson

Founder & Financial Planner at Dream Financial Planning, LLC | Miami, Florida, United States

Lamar Watson Socials
About Lamar Watson

Lamar Watson is a dedicated financial professional and the Founder of Dream Financial Planning, LLC, where he serves as an Independent, Fiduciary, Fee-Only advisor. With a strong commitment to empowering young people and minorities—two demographics that have historically been underserved by the financial planning industry—Lamar has positioned his firm as a beacon of hope and guidance. His expertise as a Certified Financial Planner (CFP) allows him to deliver comprehensive financial planning and investment management services tailored to the unique needs of his clients.

At Dream Financial Planning, Lamar is actively involved in key projects aimed at financial literacy and empowerment. He conducts workshops and seminars that focus on essential topics such as budgeting, saving, and investing, ensuring that young individuals and minority communities have the tools and knowledge necessary to make informed financial decisions. By leveraging his skills in portfolio management, asset management, and valuation, Lamar crafts personalized investment strategies that align with his clients' long-term goals.

Lamar's passion for financial education is matched by his technical proficiency in financial planning software and tools, including Microsoft Office and various investment platforms. His dedication to fiduciary responsibility ensures that his clients receive unbiased advice that prioritizes their best interests. As a result, Lamar Watson is not only transforming the financial landscape for underserved communities but also inspiring a new generation of financial planners to embrace inclusivity and diversity in the industry. Through his work, he is helping to bridge the gap in financial access and knowledge, paving the way for a brighter financial future for all.

Lamar Watson Work
1 experience icon

Founder & Financial Planner at Dream Financial Planning, LLC in July 2019 to Present

2 experience icon

Vice President - Private Wealth Management, Financial Advisor at Baird in April 2017 to June 2019

3 experience icon

Vice President - Private Wealth Management, The Wise Investor Group at Baird in January 2014 to March 2017

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Lamar Watson Skills

Relationship Building

Personal Finance

Personal Financial Planning

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About Lamar Watson's Current Company
Frequently Asked Questions about Lamar Watson

What is Lamar Watson email address?

Email Lamar Watson at [email protected] and [email protected]. This email is the most updated Lamar Watson email found in 2026.

What is Lamar Watson phone number?

Lamar Watson phone number is +18033912145 and +15403274294.

How to contact Lamar Watson?

To contact Lamar Watson send an email to [email protected] or [email protected]. If you want to call Lamar Watson try calling on +18033912145 and +15403274294. (updated on November 04, 2024)

What company does Lamar Watson work for?

Lamar Watson works for Dream Financial Planning, LLC

What is Lamar Watson's role at Dream Financial Planning, LLC?

Lamar Watson is Founder & Financial Planner

What industry does Lamar Watson work in?

Lamar Watson works in the Financial Services industry.

Lamar Watson Email Addresses

Email Lamar Watson at [email protected] and [email protected]. This email is the most updated Lamar Watson email found in 2026.

Lamar Watson Phone Numbers

Lamar Watson phone number is +18033912145 and +15403274294.
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