Rick Watkins

Rick Watkins

Principal

Phone: 812-476-2856
Fax: 812-476-2823
 

Rick Watkins, principal of Rick Watkins Financial Services, LLC, is in his forth decade of helping individuals and businesses with their financial needs.  Rick specializes in financial planning and wealth management, with a focus on business and estate planning.  Unique knowledge and innovative tax-planning techniques, in combination with creative plan designs and products help Rick provide solutions to assist his clients achieve their financial objectives.  He takes pride in not making “cookie cutter” recommendations as he realizes everyone’s situation and objectives are distinctive.

A Certified Financial Planner, Rick received his Masters Degree from Central Missouri State University and received the Chartered Life Underwriter and Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania.

Rick is a member of the Rotary Club, the Southwest Indiana Chamber of Commerce and is currently serving as President of The Evansville Estate and Financial Planning Council.  He also holds Top of the Table recognition in the Million Dollar Round Table.  Rick is past president of the Evansville Chapter of Financial Services Professionals, formerly known as the American Society of Chartered Life Underwriters and Chartered Financial Consultants.  He is also past president of the Southwestern Indiana Association of Insurance and Financial Advisors.

Rick is a strong supporter of the Rotary Club, THE MDRT Foundation, and served for many years as Treasurer for the Resource Agency for the Deaf and Hard of Hearing.

Rick was the recipient of the NAIFA (National Association of Insurance and Financial Advisors) Indiana “Jack Peckinpaugh Award”, formerly known as the “Life Underwriter of the Year” for 2005.    

Rick and his lovely wife Janet live in Evansville, Indiana.  They have two children, three grandchildren and four great-grandchildren.  In his spare time Rick enjoys bowling on local leagues and spending time with his family, and cooking for family and friends.