Kevin James Watters
Financial Advisor
A Passion For Positive Human Impact
Kevin’s mission to equip and empower people to achieve their dreams started as a young man. Growing up in a small town, he witnessed first-hand how financial hardship came to negatively impact his community - and he set out to change that.
As a student at The Ohio State University, he spent his years studying a broad range of related topics; Political Science, Business, and Economics. Following graduation, he started his career in the political arena, advocating for policies to balance the state budget, support small businesses, and to fight the opioid epidemic. While traveling the country on a very long Presidential campaign, he met thousands of people from many walks of life, each with their own challenges. It was then that Kevin realized that he wanted to make a more direct impact in people’s lives, helping them achieve security, peace of mind, and live their best lives.
He realized that in joining the Northwestern Mutual family, he could do just that. As a Financial Advisor, Kevin has thrived and taken pride in his ability to partner with families and businesses to develop customized financial strategies to accomplish their dreams and achieve unshakeable financial security.
Kevin views success not in the number of wealthy clients he has or assets he manages, but that he has the opportunity to serve his clients; partnering with them and providing sound, pragmatic guidance to help them realize that financial security doesn’t have to be some unachievable mystery. It just takes listening to them and applying the right planning approach.
In addition to running his practice to help his clients achieve their financial goals, Kevin also assumed a leadership role, mentoring and training new financial advisors to help them reach their dreams and impact their communities.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Advisory Services
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning
Business Employee & Executive Benefits Planning
Insurance Protection Strategies
Investment Planning & Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
