Brian Watson

With deep experience in equity compensation, benefits optimization, and insurance planning, Brian joined the Leading Indicators Network to share more of what he's learned so no professional has to question whether they're missing out on something at a time when employer benefits and the tax implications of them are more complex than ever, particularly for folks who work at publicly traded companies.  

Before beginning his wealth management career at Plancorp, Brian led a local Edward Jones office where he helped clients with their investment strategies and achieving their overall financial goals. In recent years, he has fielded hundreds of hour-long consultations with employees at some of the largest companies in the nation, focusing on how to navigate your entire suite of employer benefits and build confidence you aren't leaving opportunity on the table.  

Through balancing employer provided benefits with what you opt to do personally, Brian has helped corporate professionals balance their current cash flow needs with tax-advantaged saving and investing strategies that optimize what you can do today and in retirement.  

Through running a local office and this personal consultation experience, he developed the ability to truly get to know clients as people first, which he believes is the best way you can impact lives through deep financial planning.  

Outside of work, Brian enjoys spending time with his family (especially his niece and nephew) and tries to stay active, never missing an opportunity to keep up the volleyball skills honed during his time at SIUE playing for a Division 1 team. 

• Keynote Speaker at SIUE 2018 commencement

• Southern Illinois University Edwardsville, BA Bachelor’s in Finance and Economics