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Our Team

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...
Jenny Yuan

Jenny Yuan

Jenny joined Watts Gwilliam & Company in 2021. As a Financial Advisor, Jenny provides customized wealth strategies and integrated advice and guidance to individuals, families, and business owners by helping them address their priorities and pursue their goals more efficiently.  Prior to joining Watts Gwilliam & Company, Jenny worked as a financial advisor at Merrill Lynch, wherein she was ranked as a top-100 Financial Advisor...
Matthew Willett

Matthew Willett

Matt joined Watts Gwilliam in 2024. Matt is a registered investment advisor representative. He works with investors to create personalized financial plans and give honest investment advice. Prior to joining Watts Gwilliam & Company, Matt worked at WealthPlan Advisors for 3 1/2 years. While there, he managed individual retirement assets, created financial plans, and implemented custom investment strategies. He also provided one on one and...
Kimball Gwillam

Kimball Gwillam

Kimball joined Watts Gwilliam in 2022. Born into a family rooted in the finance industry, Kimball inherited a passion for wealth management from his father Brad Gwilliam, co-founder of the firm. Kimball is a key contributor to the firm’s service model by working closely with clients reporting, performance, and planning needs. In addition to being a registered investment advisor representative, he is actively pursuing his...

Ben Cooper

Ben Cooper serves as the Managing Director of Watts Gwilliam & Company and its Optic Asset Management division. He is responsible for strategic initiatives and day-to-day management of the firm. He is also a partner and co-manager of the Vista and Zona funds, a series of alternative investment opportunities with a focus on real estate and private equity. Previously, Ben provided real estate development and...
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...

Lizzy Rigby

In 2024, Lizzy Rigby joined our team as an administrative assistant. Lizzy’s strong work ethic, attention to detail, and exceptional organizational skills greatly benefit Watts Gwilliam clients. When she’s not working, Lizzy enjoys spending quality time with her husband and their five children.

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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