David Watts
Dave is one of the founders of Watts Gwilliam & Co., a financial advisory firm based in Gilbert, AZ, that serves clients locally in the greater Phoenix area and across the U.S.. He helps business owners and other high-net worth clients develop and implement financial plans and strategies. He also specializes in helping those with concentrated 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; cash flow management; and risk management planning.
