Avantax welcomes back Aaron Watson who said he transferred back to Avantax after one year with another broker-dealer because he can better serve clients with Avantax’s tax-centric platform. Watson’s son, Luke Watson, is also a financial advisor at Aaron L. Watson LLC in McCormick, SC, which has approximately $94 million in total client assets. Watson’s longtime accounting firm partner, Spartanburg, SC-based Lee MacBay Hamilton & Associates LLC, also affiliated with Avantax.
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Read More on AVTA:
- Financial Advisor Aaron Watson Returns to Avantax, Joined by Public Accounting Partner Lee MacBay Hamilton & Associates, LLC
- Avantax Welcomes Financial Advisor Bob Ervolina and his New York-based Lifetime Wealth Management Group
- Avantax welcomes financial advisor Ervolina, his wealth management group
- Avantax Has Second-Highest Ratio of Women Advisors Among Broker-Dealers in Financial Planning’s IBD Elite 2023 Study
- Avantax downgraded to Market Perform from Outperform at Barrington
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