Lamar Watson
Founder & Financial Planner at Dream Financial Planning, LLC | Miami, Florida, United States
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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.
Founder & Financial Planner at Dream Financial Planning, LLC in July 2019 to Present
Vice President - Private Wealth Management, Financial Advisor at Baird in April 2017 to June 2019
Vice President - Private Wealth Management, The Wise Investor Group at Baird in January 2014 to March 2017
Analyst - Private Wealth Management, The Wise Investor Group at Baird in July 2007 to December 2013
Investment Executive at Ferris Baker Watts in January 2006 to July 2007
Broker Trainee at Scottrade in February 2005 to January 2006
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Relationship Building
Personal Finance
Personal Financial Planning
Certified Financial Planner
Investments
Portfolio Management
Equities
Mutual Funds
Financial Analysis
Finance
Valuation
Asset Management
Bloomberg
Series 7
series 66
Investment Advisory
Asset Managment
Microsoft Excel
Microsoft Office
Options
Bloomberg Terminal
Value Investing
Wealth Management
Financial Planning
Trading
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Discover more about Dream Financial Planning, LLCWhat 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
Lamar Watson Phone Numbers
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