Andy Watts joined Avantax, then HD Vest, in 2004. Prior to his current role, Andy led corporate development for Avantax, then Blucora, where he was responsible for diligence and post-acquisition strategic integration activities and driving inorganic growth across the company’s operating entities.
He and his team are focused on curating solutions Financial Professionals can use to help clients pursue their goals. Andy is passionate about leveraging data to intelligently understand client needs and enable Financial Professionals to deliver solutions efficiently and effectively. He has held several leadership positions at Avantax, including senior director of strategic growth initiatives and director of wealth management.
Andy earned his bachelor’s degree at Texas A&M University’s Mays Business School, and he is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds Series 7 and 66 licenses.