Allan Watt, CFP®


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Allan has worked with investors to find solutions specific to their individual needs and goals for over 20 years. Focused on retirement, wealth and estate planning, he specializes in the mechanics behind helping you reach your goals by constructing customized client portfolios.

Prior to joining Raymond James, Allan was a financial advisor with Wells Fargo Advisors and attended the University of North Texas. Dedicated to serving his clients in their best interest, he also attained the certification of CERTIFIED FINANCIAL PLANNER™ professional. This client-centric designation demonstrates a commitment to serving your financial needs – from discovering your attitude toward investing to helping protect your wealth and establish your vision for retirement – and includes demanding education, examination, experience, and ethical requirements.

Allan and his late wife Renay have been North Texas Ranchers their entire lives and are proud parents to four grown children, Justin, Kristin, Joshua, and Derek. Allan is deeply committed to his community and active in his church. He has a very strong belief that he should give back to the community that has blessed him and his family.

Allan currently serves as the official sponsor of the "North Texas Horse Country Tours." He has had the privilege of being a past president of the Historical Park Foundation of Denton County as well as the Denton Hi Noon Lions Club and the Chair of the University of North Texas Graduate School Advisory Board.

Allan is a Life Member of the American Quarter Horse Association and currently serves as an Ambassador for the AQHA Foundation. Allan and his family continue to raise money for various charities in Denton and Cooke County.

Raymond James Financial Services, Inc. is not affiliated with the above independent organizations.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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