Our Qualifications

David M. Watson has over 31 years of experience at Principal, specializing in retirement planning for individuals and helping find solutions for the needs of businesses.  David is a life time and qualifiying member of Million Dollar Round Table (MDRT) and holds his FINRA Series 6, 63, & 66 securities registrations.  He is a graduate of Texas A&M University '81 with a BA in Political Science. 

Prior to working with Principal and Watson Wealth Management, Pete C. Watson graduated with honors and a double degree in Psychology and Accounting at the University of Houston '13.  He continued his education by obtaining a Master's in Accountancy and he is a Certified Public Accountant in the State of Texas.  Pete had over 2 years of experience with a Big Four accounting firm, emphasizing in public and private company audits, and mergers and acquisitions due diligence.  Pete holds his FINRA Series 7 & 66 securities registrations.