Thomas
Watson

Gibbs Wealth Management, LLC

CRD#1997626
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Thomas Watson is a financial advisor who works out of Alpharetta, Georgia who has 1 year of relevant experience. Watson works at Gibbs Wealth Management, LLC. Watson has gained experience at Tw Retirement Stratigies LLC, Humana, Triumph Wealth Advisors, Inc and Gibbs Wealth Management, LLC. Watson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Gibbs Wealth Management, LLC is a firm that has its headquarters in Alpharetta, GA. The firm has offices in 23 locations and a total of 21 people on staff. It administers $200 million in assets under management among its 1,597 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,597 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Gibbs Wealth Management, LLC provides a set of services, including portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on the services. Fee types billed by Gibbs Wealth Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

3980 Old Milton Parkway
Alpharetta, GA 30005

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Gibbs Wealth Management, LLC Brokerage Details

Total Assets Under Management

$200,180,955

GA Average: $3,570,121,308
Total Number of Employees

21

GA Average: 58
Total Number of Accounts

1,597

GA Average: 1,608
Average Account Size

$125,348

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Watson Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gibbs Wealth Management, LLC

2013 - Present (11 years)

Tw Retirement Stratigies LLC

2015 - 2018 (3 years)

Triumph Wealth Advisors, Inc

2011 - 2013 (2 years)

Humana

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Watson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Gibbs Wealth Management, LLC

Dustin Grimes
Columbus, OH
Daniel Mowery
Alpharetta, GA
Thomas Watson
Alpharetta, GA
Nicholas Duncheon
Alpharetta, GA
Martin Weiss
Cedar Rapids, IA
Theodore Moyer
Pennsburg, PA
Edward Gibbs
Alpharetta, GA
Donald Retallick
Alpharetta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started