Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Hi, I'm Doug Watts - husband, movie buff, financial nerd - and I would like to tell you a little more about my practice.
What I Do:
Using a five step process, I help clients build toward their financial goals with more clarity and less stress.
How I'm Different:
You face unique financial considerations and you deserve to have the resources you need at your disposal. If you can't remember the last time you had a thorough review of your finances or – even worse – your advisor only calls you once a year, then you are not getting the most out of your money.
In my practice we are committed to a higher level of service. We don't just create a financial management strategy. We develop an action plan, and assist with its implementation on an ongoing basis.
Whom I Serve:
• Pre-retirees that are worried about how healthcare and long-term care costs may affect their retirement.
• Executives and tech professionals that want to take full advantage of their equity compensation.
• Business owners and managers that want to get the most out of their company sponsored retirement plans.
University of Pennsylvania
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Associate Investment Advisory Specialist
Alternative Investments Regional Specialist
Bank of America, N.A.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.