Jim K. Watts
About Jim K. Watts
Title and Professional Experience
Jim K. Watts holds the position of Senior Vice President and Senior Portfolio Manager. With twenty-nine years of fiduciary experience, he has built a reputable career in the financial services industry. He has also served roles such as Senior Investment Strategist and Relationship Officer, showing his extensive involvement in various aspects of investment management and client relations.
Education and Certifications
Jim K. Watts earned his degree in Trust and Investment Management with a minor in Financial Planning from Campbell University. He continued his education by obtaining a Graduate Trust Degree from Northwestern University. Additionally, he holds significant certifications, including the Certified Trust and Financial Advisor (CTFA) and Certified IRA Services Professional (CISP) designations.
Background in Investment Management and Financial Services
Jim K. Watts has an extensive background that spans investment management, personal trust, tax planning, and estate settlement. His diverse expertise allows him to provide comprehensive financial services to his clients, contributing to their financial well-being and helping to manage their investments effectively.
Professional Leadership Roles
Jim K. Watts has demonstrated leadership within the industry as a former Chairman of the ABA IRA Steering Committee in Washington, D.C. His role highlights his commitment and influence in the area of retirement account management and regulatory advocacy.
Economic Commentary Contributions
Jim K. Watts regularly contributes to KS Bank by writing quarterly economic commentary. His insights and analyses help inform the bank's clients and stakeholders about current economic trends and investment strategies.