Talia Watson

Talia Watson

Financial Consultant

Talia Watson is a registered financial consultant who works with both driven individuals and entrepreneurs looking to build successful businesses, retain the best and brightest teams, and plan for more satisfying and secure financial futures.

She is currently looking to provide individuals, businesses, and new ventures with business and personal financial planning solutions needed to minimize risk, enhance returns, and implement the plans that let us hard-working people breathe a little easier.

Ms. Watson takes each and every client through a detailed discovery process so that she may tailor-fit the financial strategy to the exact needs, life goals and business goals of the investor. Her approach insists that every individual who leaves her office has a better grasp on their own financial domain and of broader economics, so that each client leaves a little more self-empowered than when they walked in. Her philosophy towards personal wealth prescribes to a more personal and creative approach for a few reasons, namely, acknowledging that our societal relationships to money are intrinsically tied to our perceived value and self-worth, and therefore, any financial plan must both reflect our personal values as well as bolster our very selves as we venture through this crazy thing called Life.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Financial Designs Wealth Strategies is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 607.257.4645
Fax 607.257.4837
Mobile Phone 641.451.1023