Member Spotlights
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
Meet Your Peers in the Investment & Wealth Institute
Douglas Watts CIMA®, RMA®, CFP®, ChFC®
Wealth Advisor, Mercer Advisors
Is there a specific way your designation has enhanced your career?
I believe financial advice is only as good as it is understood. While my CIMA® and RMA® designations represent my technical expertise, my real strength lies in making that data stick. Whether through a witty phrase or a deep philosophical dive, my aim is to meet clients exactly where they are. I often joke that I can cover the entire communication spectrum—from the folksy wisdom of Yogi Berra to the scientific precision of Neil deGrasse Tyson." Both designations have made me a better communicator through deeper understanding.
What is your favorite book or what are you currently reading?
I am currently reading Lives of the Stoics by Ryan Holiday.
What do you like about being a member of the Institute?
I really appreciate having access to top-quality research materials and ideas. The Institute does a great job creating opportunities to stay in touch with the latest thought leadership.
Are you an early riser or night owl?
Early Riser
What is the best financial advice you have received or given?
Money is only as valuable as the joy and security it brings you. Therefore, maximizing wealth isn't about creating the most dollars, it's about creating the most joy with the dollars you have.
What are your favorite podcast(s) you are listening to?
I really like the Rational Reminder Podcast.
Past Spotlights
Did You Know?
Your Membership Just Got an Upgrade
IWI is proud to announce brand new benefits for our members. These new membership tiers are designed to offer advisors multiple pathways and powerful tools as they journey towards that success.
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