Rick Watkins

Rick Watkins, founder of Rick Watkins Financial Services, LLC, spent four decades helping individuals and businesses with their financial needs.  Rick focused on financial planning and wealth management, with a concentration on business and estate planning.  His unique knowledge and innovative planning techniques, in combination with creative plan designs and products helped Rick provide strategies to assist his clients pursue their financial objectives.  Rick was proud to offer custom strategies, not making “cookie cutter” recommendations, as he realized everyone's situation and objectives are distinctive. Rick retired in 2019.

A Certified Financial Planner^TM professional, 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 was a member of the Rotary Club and the Southwest Indiana Chamber of Commerce. He also held  Top of the Table recognition in the Million Dollar Round Table**.  Rick was 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 was  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 Watkins  is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Rick Watkins is no way related to Cetera Advisor Networks LLC or its registered representatives.

** Members qualify for the Million Dollar Roundtable (MDRT) and Top of the Table recognition based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.