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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

208

Across 64 offices

Clients per advisor

96 Very High

Avg AUM per client

$653,677 Typical

HNW client ratio

27% High

About

Anthony Watts is a CFP® and ChFC® affiliated with Kestra Private Wealth Services, LLC, with six years of experience in financial advising. He previously worked 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 and the Tullahoma Noon Rotary, where he is a past president and Foundation Committee Chair. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services, supporting advisor-managed portfolios with access to both in-house and third-party solutions.

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

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Kestra Private Wealth Services, LLC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fees may be charged for financial planning, consulting, or advisory services; specific amounts not stated

Percentage

$0 - $1,999,999: up to 2.5% $2,000,000 - $4,999,999: up to 1.25% $5,000,000 - $9,999,999: up to 1.00% $10,000,000 - $24,999,999: up to 0.75% $25,000,000+: up to 0.50%

Commissions

Commissions received through affiliate Kestra IS for brokerage services separate from advisory fees

Project-based

Hourly rate available for financial planning and consulting services; specific rates not stated

Subscriptions

Subscription fees charged monthly, quarterly, or semi-annually for financial planning or consulting services; specific amounts not stated

Other

Account minimum: $10,000 (may be waived at discretion) Minimum fee: Minimum account fees for wrap programs: $60 for APM-Tickets, $95 for APM-Wrap, $75 for FSP and SMA, $350 for UMA Fee-only: Fees based on assets under management negotiable up to 2.5% annually; financial planning fees may be hourly, flat fee, percentage of assets, or subscription basis

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 is a financial advisor with Financial Management Advisors, Inc. in Tullahoma, TN, holding a Series 63 designation and over 43 years of industry experience. He has worked at Financial Management Advisors since 2004 and previously at Securities Service Network, Inc. Outside of his advisory role, Mr. Bratcher is the managing member of TN Cannabis Company, LLC, which cultivates and processes cannabis products within Tennessee legal limits, and serves as president of the Tullahoma Sports Council, a nonprofit focused on promoting sports and recreation in the local area. 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, offering both active and dynamic investment strategies that include mutual funds, ETFs, and tactical reallocation based on technical analysis.

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 Series 65-licensed advisor at Ashdon Investment Management, LLC with nine years of industry experience. She has been with Ashdon since 2002, working as part of a four-advisor team. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations, providing separate-account portfolio management, investment consulting, and family office services. The firm emphasizes diversified portfolios based on fundamental analysis and modern portfolio theory, with a notable focus on managing predominantly non-discretionary assets.

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 at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 credential with two years of industry experience. Prior to joining McCay Wealth Advisory, Botello’s background includes roles in education and various positions in retail and service industries. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client time horizons, risk tolerance, and investment goals, and is noted for offering educational seminars and workshops in addition to its investment services.

General estate planning guidance Annuities
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