Lamar Watson
Founder & Financial Planner at Dream Financial Planning, LLC | Miami, Florida, United States
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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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George Mason University, BS, January 2004 to January 2007
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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's email found in 2026.
What is Lamar Watson phone number?
Lamar Watson phone number is 540-327-4294 and 703-689-3964.
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 540-327-4294 and 703-689-3964.
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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