Watts Gwilliam & Co. Employee Directory

Financial ServicesArizona, United States11-50 Employees

Watts Gwilliam & Co. is a full service wealth management firm. Our focus is constructing customized investment portfolios offering diversification across many asset classes. Many of our clients are current, or former, C-Level corporate executives, and upper management, who acquired their wealth through their employer's publicly traded stock. Additionally, we created and have been running a covered call strategy called IPOM (Income Producing Options Model) for 11 years. For more information please visit our website.

Find Watts Gwilliam & Co. employees' phone numbers or email addresses

Watts Gwilliam & Co. Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

Watts Gwilliam & Co.'s Leadership

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    R. G.
    Partner
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    B. C.
    Managing Director
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    B. G.
    Investment Manager
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    J. J. F.
    Wealth Manager
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    S. F.
    Client Service Manager
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    D. W.
    Founding Member
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    J. W.
    Founding Member
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    M. W.
    Investment Advisor
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Watts Gwilliam & Co. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Watts Gwilliam & Co.

Name
Title
Contact Info
Location
Last Update
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    S. F.
    Associate Advisor
    Phone icon
    United StatesArizona
    Feb 19, 2025

Frequently Asked Questions

What is Watts Gwilliam & Co. known for?

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Watts Gwilliam & Co. was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 2730 South Val Vista Drive Suite 124 Gilbert, Arizona 85295 United States; you can contact the main corporate office by phone at . Explore Watts Gwilliam & Co.'s company overview page for more information.

What is Watts Gwilliam & Co.'s most common email format?

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Watts Gwilliam & Co. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Watts Gwilliam & Co. email formats with LeadIQ.

How many employees does Watts Gwilliam & Co. have currently?

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Watts Gwilliam & Co. has approximately 12 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are Watts Gwilliam & Co.'s key employees and leadership?

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As of April 2026, Watts Gwilliam & Co.'s key employees include:

  • Partner: R. G.
  • Managing Director: B. C.
  • Investment Manager: B. G.
  • Wealth Manager: J. J. F.
  • Client Service Manager: S. F.

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