Columbus, OH Worthington Woods Blvd Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,828 advisors across 3,559 offices

Location

1277 Worthington Woods Blvd

Columbus OH 43085

Advisors at this office

4

Advisors at this office

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Geoffrey M

Series 63, Series 65

Columbus, OH

OSAIC

Geoffrey Mccash is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 24 years before joining OSAIC in 2024. Outside of his advisory role, he owns a sole proprietorship selling oil and lubricants by referral and serves as an officer in a local Masonic lodge. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John W

Series 66

Columbus, OH

OSAIC

John Watson II is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services Inc and VOYA Financial Advisors. He is also the founder of Watson Financial Advisors, an independent financial advisory firm that includes insurance activities. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers across various investment platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William W

Series 63, Series 65

Columbus, OH

OSAIC

William Watson is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior roles include positions at Woodbury Financial Services and VOYA Financial Advisors. He is also involved in recommending insurance products such as term and permanent life insurance, long-term care insurance, disability insurance, and fixed indexed annuities as part of his broader financial services practice. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using a range of asset-allocation tools and supports both discretionary and non-discretionary account management with access to third-party money managers and unified platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Christopher N

Series 63, Series 66

Columbus, OH

OSAIC

Christopher Neece is a financial advisor with OSAIC in Columbus, OH, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Lincoln Financial Advisors Corporation, Woodbury Financial Services, and self-employment as an insurance agent and home rehabber. He also works as an independent agent consulting businesses on health and supplemental insurance and is affiliated with McCash Financial Group, LLC. OSAIC serves a wide range of retail and institutional clients through a large network of advisors and offers integrated brokerage, advisory, and financial planning services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed accounts and model solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
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