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Anthony Lester Watts

Advisor at Kestra Private Wealth Services, LLC — Tullahoma, TN

Updated today

Credentials

CFP®, ChFC®, Series 66

Experience

7 years

Location

Tullahoma, TN 37388

Kestra Private Wealth Services, LLC logo

Kestra Private Wealth Services, LLC

Multi-team

Total advisors

206

Across 63 offices

Clients per advisor

97 Very High

Avg AUM per client

$653,677 Typical

HNW client ratio

27% High

About

Anthony Watts is a CFP® and ChFC® with seven years of industry experience. He is currently with Kestra Private Wealth Services, LLC and has previous experience at Highland Rim Wealth Management and Raymond James Financial Services. Outside of his advisory role, Watts serves on the boards of Gospel Believers and Kenya Care as well as the Tullahoma Noon Rotary, where he has been involved in community fundraising and charitable grant activities. Kestra Private Wealth Services, LLC delivers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves both individual and institutional clients, offering a broad range of investment products and specialized services, while maintaining institutional relationships and operational capabilities distinctive within its category.

Client services

Based on Kestra Private Wealth Services, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Kestra Private Wealth Services, LLC

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Based on Kestra Private Wealth Services, LLC

Founder/Business Owner Executive

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Fee options

Fixed

Negotiated flat fees for financial planning and consulting services

Percentage

$0 - $1,999,999: up to 2.5% (general asset-based fee max) $0 - $1,999,999: Retirement plan max fees 1.50% (150 bps) $2,000,000 - $4,999,999: Retirement plan max fees 1.25% (125 bps) $5,000,000 - $9,999,999: Retirement plan max fees 1.00% (100 bps) $10,000,000 - $24,999,999: Retirement plan max fees 0.75% (75 bps) $25,000,000+: Retirement plan max fees 0.50% (50 bps)

Commissions

Commission-based compensation for brokerage transactions and insurance products through affiliated broker-dealer

Project-based

Hourly fees for financial planning and consulting when applicable

Subscriptions

Subscription fees billed monthly, quarterly, or semi-annually for certain advisory services

Other

Account minimum: $10,000 Minimum fee: Minimum account fees: $60 for APM-Tickets, $95 for APM-Wrap, $75 for Fund Strategist Portfolio (FSP) and Separately Managed Accounts (SMA), $350 for Unified Managed Accounts (UMA) Fee-only: Fees for financial planning and consulting on hourly, percentage of assets, or negotiated flat fee basis; also subscription fees billed monthly, quarterly or semi-annually

Location

See office

Tullahoma, TN

209 NW Atlantic St

Tullahoma TN 37388

Advisors at this office

2

Most active in

Tennessee

Work history

7 years of industry experience

Kestra Investment Services, LLC

2025 - Present • 1 year

Tullahoma, TN

Kestra Private Wealth Services, LLC

2025 - Present • 1 year

Tullahoma, TN

Highland Rim Wealth Management

2022 - 2025 • 3 years

Tullahoma, TN

Raymond James Financial Services Advisors

2019 - 2025 • 6 years

Tullahoma, TN

Raymond james Financial Services, Inc

2019 - 2025 • 6 years

Tullahoma, TN

SmartBank Investment Services

2019 - 2025 • 6 years

Tullahoma, TN

Jacobs Engineering

2010 - 2019 • 9 years

Tullahoma, TN

Watts Family Partnership

2003 - 2025 • 22 years

Beechgrove, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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James B

Series 63

Tullahoma, TN

Financial Management Advisors, Inc.

James Bratcher Jr. is a financial advisor at Financial Management Advisors, Inc. in Tullahoma, TN, with 44 years of industry experience. He holds a Series 63 designation and has worked at Financial Management Advisors since 2004, following prior roles at Securities Service Network, Inc. and Silver Oak Securities, Inc. Outside of his advisory work, he serves as managing member of TN Cannabis Company, LLC and is president of the Tullahoma Sports Council, a local nonprofit organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm offers various portfolio strategies ranging from conservative to ultra dynamic, using both active management and systematic technical analysis to tailor client strategies based on objectives, risk tolerance, and time horizon.

Wealth management Long-term care insurance Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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David P

Tullahoma, TN

Ashdon Investment Management, LLC

David Pruitt is a financial advisor at Ashdon Investment Management, LLC with 21 years of industry experience. He has been with Ashdon since 2004. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations by providing separate-account portfolio management, investment consulting, and customized family office services. The firm emphasizes fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to client objectives and risk tolerances, managing a notable proportion of non-discretionary assets.

Wealth management Charitable giving & philanthropy
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Jennifer E

Series 65

Tullahoma, TN

Ashdon Investment Management, LLC

Jennifer English is a financial advisor at Ashdon Investment Management, LLC with 24 years at the firm and 10 years of industry experience. She holds a Series 65 designation and is based in Tullahoma, Tennessee. Ashdon Investment Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing separate-account portfolio management, investment consulting, and bespoke family office services. The firm combines fundamental analysis with modern portfolio theory and emphasizes institutional-style consulting and customized family office solutions.

Wealth management Charitable giving & philanthropy
user avatar

James B

Series 66

Tullahoma, TN

Financial Management Advisors, Inc.

James Bratcher is a financial advisor at Financial Management Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities, Inc. and Securities Service Network Inc. Bratcher serves as president of the Tullahoma Cal Ripken League, a local youth baseball organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients and offers active and dynamic investment strategies utilizing mutual funds, ETFs, and tactical reallocation.

Wealth management Long-term care insurance Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Cameron R

PFS™, Series 66

Tullahoma, TN

Beam Wealth Advisors, Inc.

Cameron Ray is a financial advisor at Beam Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Beam Wealth Advisors since 2013. In addition to his advisory role, he is a partner at the CPA firm Ray & Gregory PC. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans with wealth management, financial planning, and portfolio management services, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Genesis B

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Genesis Botello is a financial advisor with MCCAY WEALTH ADVISORY LLC, holding a Series 65 designation and two years of industry experience. Prior to joining the firm, Botello has held various positions including roles in education and retail. MCCAY WEALTH ADVISORY LLC serves primarily individual clients, including high-net-worth households, providing investment advisory and financial planning services through a small team. The firm employs a range of strategies such as asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches, tailoring advice to clients’ objectives, time horizons, and risk tolerances.

General estate planning guidance Annuities
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