Coy Watson is a native of New Iberia. He went on to study at the University of Louisiana, Kansas State University and Louisiana State University; studying the arts and sciences. He has practiced as a financial advisor since 2001. Coy believes a good financial plan is one which envisions the future and lays out concise steps to get there. He enjoys his family, his business and helping his clients achieve their financial dreams.
Senior Office Administrator
Lynn Goulas is a native of Lafayette. She began her career as an insurance professional in 1981. Lynn has served in the financial services arena as a senior assistant and office administrator since 2007. She brings a wealth of knowledge and experience to the firm having been awarded continually for client service excellence.
Director of Practice Management
Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.
As a CFP® professional, Hilary has been in the industry for over 25 years. She has a Bachelor of Business Administration from the University of Texas McComb’s School of Business and a Masters in Financial Management from the American College of Financial Services. She holds the Series 4, 7, 24, 53, 63 and 65 licenses. To keep an innovative mind, Hilary can often be found reading published pieces by various thought leaders in the industry. Outside of her passion for helping us provide the best service for our clients, Hilary enjoys morning runs and spending time with her husband and two children.
Account Manager – Advisor Marketing & Communications
Nicole works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing resources.
Previously with GuideStone Financial Resources, Nicole is a CFP® certificant who brings over a decade of experience in the areas of retirement planning, insurance, risk management and high-net worth marketing strategies. She has a bachelor’s degree in both marketing and management from Baylor University and completed her financial education for the CFP® at Southern Methodist University. Nicole enjoys being a part of the community and spends time serving with her church on the hosting team and as a life group leader. As a dedicated professional, she takes pride in serving the esteemed clients of Watson Wealth Management.
Operations and Service Manager
Caryn’s responsibilities include overseeing the day to day aspects of our firm’s operations and managing customer service delivery by reviewing account transactions to ensure high-quality service standards for all clients at Watson Wealth Management.
Caryn has over eight years of experience in the financial industry and obtained has a bachelor’s degree from Texas Tech University and an MBA from Southern Methodist University. She holds the Series 7, 24 and 66 securities licenses. In her spare time, Caryn enjoys spending time with her husband and two children.
Vice President, Advisory Solutions
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards executing the advisory needs of Watson Wealth Management.
Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering. He began his career in finance with Dorsey, Wright & Associates in 1997, ultimately serving as Sr. Vice President. During his tenure Paul led the development of many of the firm’s investment solutions, including Guided Models, Exchange Traded Funds, Structured Products, and Managed Accounts strategies such as Tactical Tilt. Paul has co-authored several books on investing and has taught risk management best practices to financial professionals for more than two decades. Paul and his wife have two kids and reside in Richmond, Virginia.
Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to preserve the integrity of Watson Wealth Management. His work is a key component to supporting our firm’s core values of care character and competency.
Wes has held several roles in the financial services industry, providing our firm with a huge foundation and expertise in his role. Wes’ previous positions included the titles of trader, trading manager, operations manager, and compliance manager. Wes obtained his Bachelor of Business Administration from the University of North Texas and is Series 7, 63, 66, 24 & 55 licensed. When he is not spending time at the office, he enjoys working out and playing in the band for and at his church.