Biography

As a financial professional, Milton Watson creates value for clients by looking at each client as a unique individual with unique financial needs.

Milton is dedicated to providing individuals, families, business owners as well as medical,environmental, accounting and legal professionals, with the attention necessary to help them pursue their financial goals, offering continued service as their needs change.

Milton, who has been in the insurance and financial services industry for over 35 years, offers a variety of financial protection and asset accumulation products and services including life insurance, annuities and other strategies, as well as business, estate and retirement planning strategies and education and retirement funding.  Additionally, Milton offers individual disability income protection insurance.  Working closely with clients to identify their financial needs, Milton uses these tools to help craft strategies for each client's situation.

Active in industry and community organizations, Milton is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Million Dollar Round Table (MDRT), recognized throughout the industry as the standard of excellence in life insurance sales performance.  Milton is an active member of his local church.

Milton's commitment, dedication and professionalism are your assurance of the highest standard of service.

Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Innovation Partners LLC ( IPL )., Member FINRA/SIPC, Broker/Dealer and Registered Investment Adviser, 5950 Fairview Road Suite 140 Charlotte, NC 28210 Ph (704) 708-5461 .  All entities and individuals referenced on this site are independent of IPL unless otherwise noted.

 Milton L Watson is a Registered Representative  of IPL

Milton is Insurance Licensed in California ( License # 0725741 )