San Diego, CA – Independent Financial Group, LLC (IFG) has recently promoted Michael Watson to Vice President of Wealth Management. Mr. Watson will lead the efforts of the Advisory Consulting team and manage IFG’s wealth management technology platforms to include AccessPoint, MoneyGuidePro, and Auto-Pilot.
“I am both thrilled and humbled by the opportunity to take a larger role in serving and supporting our incredible base of financial advisors in the important work they do,” says Mr. Watson, former Director of Sales. “My passion over the last 14 years has been helping people achieve their financial goals by empowering and promoting truly independent advice.” He concludes, “Joe, Scott & Dave have built an organization filled with the industry’s most talented employees who live and breathe true independence every day.”
“Michael’s contributions to the wealth management area have been critical to the department’s growth and ongoing success,” says Scott Heising, Founder and Managing Director of IFG. “He has a great relationship with our advisors, their staff and our home office staff.” He concludes, “His attitude and work ethic will continue moving the department forward and we look forward to seeing the results of his efforts in the years to come.”
About Michael Watson
Michael Watson joined IFG in 2015 as the Director of Wealth Management where his primary responsibilities were to lead the advisory consulting team and assist in the development of the platform. In addition, he was instrumental in expanding wealth management capabilities in the areas of case development, financial planning and advisory practice management. Mr. Watson earned a BS in Finance from Portland State University and holds the designations CFP®, ChFC® and CAP®.
About Independent Financial Group, America’s Finest Broker-Dealer®
Now celebrating its 15-year anniversary IFG serves the needs of independent financial advisors nationwide. Renowned for their first-class customer service, the company specializes in individual wealth management and institutional retirement plan solutions for their financial advisors. IFG’s corporate office now supports more than 640 independent registered representatives across the country. IFG has been named locally by the San Diego Business Journal as one of San Diego’s Fastest-Growing Private Companies for the 10th consecutive year and won acclaim in 2006 with their #1 rank on the list. The company has also achieved Inc. Magazine’s Honor Roll status for multiple consecutive mentions on their annual Inc.500|5000 list. Their notable success has been recognized in numerous financial services industry publications. Additionally, the firm was awarded 2nd place Broker-Dealer of the Year by Investment Advisor Magazine in 2016 and 2017. In 2017, IFG scored the #1 ranking in Wealth Management Magazine’s Independent Broker-Dealer Report Card for Overall Broker-Dealer Satisfaction; as rated nationwide by their affiliated financial advisors in multiple categories. For more information on the firm, visit www.ifgsd.com.