Charles Watson - Morgan Stanley Smith Barney Financial Advisor - Sea Girt, NJ
Morgan Stanley Smith Barney
Charles Watson
Financial Advisor
Financial Planning Specialist
Branch Manager
2150 Highway 35
2nd Floor
Sea Girt, NJ 08750
tel: (732) 974-5000
toll-free: (800) 965-9217 
fax: (732) 974-3318
Email Me

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs. 

Associations
  • Red Bank Rotary
    President 2010 - 2011
  • Red Bank Rotary Foundation
    President 2011-2012
  • Diocese of New Jersey
    Co-Chair Planned Giving Committee
  • Calico Cat Foundation
    Chairman of Fund Raising
  • How Firm a Foundation
    Chairman of Fund Raising
  • United States Professional Tennis Association U.S.P.T.A. Teaching Tennis Pro
Services
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Family Consulting
  • 401k Rollovers
  • Asset Management
  • Qualified Plans
  • 529 Plans
  • Fixed Income
  • Municipal Bonds
  • Alternative Investments
  • Corporations
  • Endowments and Foundations
  • Lending Services
  • Long Term Care Insurance
  • Philanthropic Services
  • Trust Services and Accounting
Education and Licensing
  • BS, 1974
    Indiana University
    Bloomington, IN
  • Financial Planning Specialist
    Smith Barney
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
  • Series 9 - Sales Supervisor Options
  • Series 10 - Sales Supervisor General
Honors and Recognition
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Business Experience

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Bulletin Board

  • I am very appreciative when existing clients introduce friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.

  • See Market Insights for the May On the Markets from the Global Investment Committee featuring

    • "Here We Go Again?" After strengthening earlier in the year, US economic data has begun to weaken. We saw this "growth scare" in 2010 and 2011, and in both cases, equity markets pulled back. Is this pattern going to repeat?

    • "Seek Return of Capital via Dividends and Buybacks" In our view, return of capital remains an important theme in the US equity market. That means investors should seek companies that return capital to shareholders by raising dividends and/or buying their shares.

    • "Q&A: Running With the Recession Forecast" Lakshman Achuthan, chief operations officer of the Economic Cycle Research Institute, speaks with Charles Reinhard, Morgan Stanley Smith Barney's deputy chief investment officer, about the economic indicators behind the forecast.

    Plus, look for more on European equities, Treasury bonds, corporate bonds and municipal bonds.

  • If you would like a complimentary portfolio review or you're in need of a comprehensive financial plan, please call or send an email.

Charles Watson is licensed in the following state(s): AZ, CA, CT, FL, IN, MD, NJ, NY, PA, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
FEATURED REPORTS

150 Point Letter

Document Locator

Estate Taxes Are in Flux

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Investments alone aren't enough when it comes to preparing for retirement. As a retirement focused advisor at Morgan Stanley Smith Barney we offer a level of experience and commitment to retirement advice that we think is unique in the industry. Our thorough process encompasses ten elements that are key to a successful plan.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
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