Email: BrianW@kofinancial.com
Brian Watson is a Financial Advisor at Koss Olinger Financial Group where he began his financial services career in 1998 after earning a Bachelor of Science degree in Finance from the University of Florida. A Certified Financial Planner (CFP®) practitioner, Mr. Watson's areas of expertise are investment management and comprehensive financial planning. He is also one of the region's most informed advisors in the area of long-term health care planning.
As a respected analyst, Mr. Watson has been quoted in local and national publications such as The Gainesville Sun and he also regularly contributes articles to the Senior Times, a widely read Florida publication for senior citizens. In the Senior Times, he addresses retirement, investment, and estate planning issues that are unique to this constituency. In addition to the Senior Times, Mr. Watson wrote a monthly column for the The Prosperity Experience, a national publication that focuses on financial and estate planning issues for lottery winners, for more than a year.
Mr. Watson also brings strong information technology skills to the firm as well. He was instrumental in designing the firm's management reporting systems and collaborated with Kirk Klein to develop The Wealth Navigator SystemT, an advanced planning process that is at the center of the firm's overall consulting services. He and his wife, Kelly, have two daughters.
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