Charles G. (Chuck) Watts, Cfa
About Charles G. (Chuck) Watts, Cfa
Charles G. (Chuck) Watts serves as the Arizona Regional President at First Western Trust, focusing on client relationships in wealth planning and investment management. With extensive experience in private banking, he has held leadership roles at several financial institutions and has been with First Western Trust since 2021.
Work at First Western Trust
Charles G. Watts serves as the Arizona Regional President at First Western Trust, a position he has held since 2021. In this role, he focuses on enhancing client relationships through wealth planning, investment management, trusts, and private banking services. He is responsible for the development of new offices and teams aimed at improving the overall client experience within the organization. His leadership is directed towards the growth and expansion of First Western Trust's presence in Arizona.
Previous Experience in Financial Services
Prior to his current role, Watts held several significant positions in the financial services sector. He worked at United Capital Financial Advisers, LLC as a Managing Adviser from 2015 to 2018. Before that, he served as Senior Vice President - Private Client Advisor at Bank of America from 1988 to 2005. He also held the position of Senior Vice President - Regional Private Banking Manager at Wells Fargo Private Bank from 2018 to 2021, and served as Executive Vice President West Region Global Wealth Executive at BBVA from 2006 to 2015.
Education and Expertise
Charles G. Watts studied at the University of Arkansas and furthered his education at IESE Business School. His academic background supports his expertise in wealth management and investment strategies, which he applies in his current role and throughout his extensive career in financial services.
Career Development and Leadership
Throughout his career, Watts has demonstrated a commitment to leadership and client service in the financial industry. His roles have consistently focused on client relationship management and the strategic development of financial services teams. His experience spans over three decades, contributing to his ability to lead and expand financial operations effectively.