Helping clients pursue their financial goals is my primary objective. There are a lot of options and solutions available, but the first step is to discuss your objectives to develop a sound strategy.
As a Certified Financial Planner™ with Y12 Investment Partners, my job is to listen and understand your financial circumstances, hopes, and dreams. I’ve helped a great number of clients to create a methodology designed to support three key financial goals:
Wealth accumulation during your working years
Security and independence in your retirement years
Transferring wealth to the next generation
Specifically, I can help you to look at your current financial picture and provide strategies and solutions to help you in your pursuit of financial security. My recommendations, implementation, and service will be based on what is suitable for your and your family’s objectives today as well as when your financial needs change throughout your life.
“So you can feel good about your progress today & your prospects for tomorrow.”
Mitzi Watt| Registered Representative
I have been providing financial services in the East Tennessee area since 2010. I have developed a highly personalized approach with members, establishing trust and focusing upon their unique interests and circumstances. I will give you the best information available to make informed and educated decisions. This approach, when combined with a strategic view of markets and service solutions, provides you with comprehensive plans to maximize your investment, while focusing upon individual financial goals.
I will be your financial professional, getting to know your entire financial picture and helping you implement the solutions that work best for you, while developing a lasting relationship to assist you with your financial future.
Born and raised in the Knoxville area, I have a keen appreciation for Southeastern Tennessee’s heritage and tradition. My husband, Bryan, and I live in Lenoir City. We have six children and two grandchildren. We enjoy family time and outdoor activities, including camping and off-roading, and we are active in community projects and activities.