Our Qualifications
At Wealth Designs, LLC, we offer over three decades of experience in the financial planning industry to you, the client.
We take the complexity out of financial planning by bringing solutions to you that are clear and concise. We then implement them with a personalized concierge service approach.
ALAN WATSON
Professional Qualifications:
University of Alabama, B.S. degree, 1978
Chartered Life Underwriter
Chartered Financial Consultant
Registered Principal,
FINRA Series 6, 7, 22, 24, and 63 licenses
Accredited Investment Fiduciary®
Southern Medical Association Financial Services Past Board Member
Life Insurance Marketing Research Association International (LIMRA) - Past Board Member
National Association for Critical Illness Insurance - Past President
Civic and Charitable Service:
Red Mountain Theatre - Past Board President
Virginia Samford Theatre - Past Chairman of the Board
Opera Birmingham - Past Board Member
Alabama Hunter Jumper Association-Past Board Member
UAB Comprehensive Cancer Treatment Center, United Way of Central Alabama Planned Giving, Capstone Legacy Society University of Alabama-Past Committee member at various times.