Lucy C. Watson, RHU
Principal at Watson Financial, Inc. She has been in the financial services business since 1993 and has been providing services in the areas of Employee Benefit Planning, specifically group health insurance and qualified pension plans, cafeteria plans administration and communication. She also consults the Senior Market for Medicare as well as the Individual Markets for health insurance. She has earned the Registered Health Underwriter (RHU) designation.
In addition to her managerial and supervisory role in the firm, she is actively involved in developing corporate and individual client relationships directing them through the financial services maze. Her goal is to develop long term relationships while guiding them through a tailor-made financial roadmap to help meet their specific financial objectives.
Ms. Watson is currently a Registered Representative with Cetera Advisor Networks LLC. She is a registered Series 6 (Investment Company/Variable Contracts Representative), Series 7 (General Securities Representative), Series 26 (Investment Company/Variable Contracts Principal),Series 63 (Uniform Securities State Law),and Series 65 (Uniform Investment Advisor). In addition, she is licensed with the Florida Department of Insurance as well as New York , Texas and Virginia. Ms. Watson received her Bachelors in Business Administration majoring in Finance from the University of Miami in 1983.