Allan Watts

Allan Watts began his career as a financial advisor in 2004.He holds Securities registrations Series 7 and 63 with LPL Financial and Series 65 with Keystone Financial Group, LLC as well as his Life and Health Insurance licenses in several states. He currently has the Certified Plan Fiduciary Advisor (CPFA), Accredited Investment Fiduciary (AIF), and Qualified 401(K) Plan Advisor (QKA) designations.

Allan lives in Lexington with his wife Rachel, and together they have 4 children: Molly, Braden, Anna Belle and Brody. When not at the office, you can find him at the ball field or the Opera house.

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