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Our Team

The Watts Gwilliam Family
Jeffrey S. Watts

Jeffrey S. Watts

Jeff is one of the firm’s founders and plays an important role in the firm’s investment committee. He works with high net worth clients who have acquired wealth through a closely held business, employee compensation, professional athletics, among others. Over the years, much of Jeff’s work has been dedicated to assisting those with employee stock options and concentrated stock positions. He has taught numerous seminars...
Brad Gwilliam

Brad Gwilliam

Brad, a firm founder, oversees the implementation of option and investment strategies for client accounts. He is a key contributor to our firm’s success in developing sophisticated investment strategies for high net worth investors.  Before the formation of Watts Gwilliam & Company, Brad spent 5 years working for Merrill Lynch as a Wealth Management Advisor. In this capacity, he developed sophisticated option strategies designed to...
David B. Watts

David B. Watts

Dave is one of the firm’s founders. He helps business owners, professional athletes, and other high net worth clients develop and implement financial plans and strategies. He also specializes in helping those with single-stock positions to diversify and manage their financial lives. Other areas of specialty are wealth transfer plans for concentrated stockholders and business owners; tax minimization strategies for those with employee stock options;...
Jeffrey Fryer

Jeffrey Fryer

Jeff joined Watts Gwilliam in 2009. Jeff helps clients achieve their goals of attaining financial independence through Strategic Asset Allocation. Knowing that every client is different, he looks for unique, customized solutions.  Before he joined Watts Gwilliam & Company, he spent almost 10 years with Charles Schwab and Company. At Schwab, he worked with both high net worth and active-trader clients. Jeff received numerous awards...
Carey McCrady, CFP®

Carey McCrady, CFP®

Carey joined Watts Gwilliam in 2019. Carey manages our back-office operations and client service models.  Prior to joining Watts Gwilliam, he spent nearly ten years with The Vanguard Group.  At Vanguard, Carey supported retirement plan sponsors and plan participants for some of the largest Fortune 500 companies. He also spent a significant amount of time advising individual retail clients for Vanguard’s Business Development Team. Carey received...
Sue Farrow

Sue Farrow

Sue joined Watts Gwilliam in 2007. As our Client Service Manager, Sue’s mission is to provide exceptional service to our clients. Sue’s attention to detail and her ability to keep organized under all situations helps her as she manages the day-to-day servicing of client accounts. After raising her children, Sue joined Watts Gwilliam in 2007. She has been an integral part of the growth of...
Allison Alexander

Allison Alexander

Allison joined Watts Gwilliam in 2017. She oversees all administrative activities at our company. Allison’s organizational skills and attention to detail are vital to her success with our firm. She ensures that clients receive a top-notch experience while working with our company. Away from the office, Allison enjoys spending time with her husband, Ken, and their two sons. She spends many hours at the ball...

Mark Vest

Mark was a valuable full-time employee of Watts Gwilliam from December 2007 until his retirement in early 2020.  Mark always put his client’s needs first and helped many people achieve financial success.  He continues to work part-time with a limited number of clients.  We miss having Mark around the office but are happy that he and his wife are enjoying retirement. Prior to working as...

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