CWL Associates, owned and operated by Clive Watson, opens Monday in Davis. The financial services business will specialize in estate planning, wealth management, insurance and financial planning. Watson is a 40-year veteran of the industry.
Although he ran a successful company in England, he moved to the United States in 1980 to enable his wife, Joy Mench, to continue her academic career at Cornell University. He qualified as a registered representative at the World Trade Center in New York City and built a successful practice in Ithaca, N.Y.
A further career opportunity for his wife brought about another move, this time to the Washington, D.C., area, where Watson continued growing his practice. As a member of a National Cathedral Board and a patron of the arts, Watson enjoyed 10 years in the greater Washington area, until an offer to Mench of a professorship in the department of animal science at UC Davis brought the couple to Davis in 1995.
Watson spent 17 years running an independent office for LPL Financial, looking after a small number of high-net-worth individuals, while traveling the world with his wife. He enjoyed serving on the Pence Gallery board and has been a patron of the Mondavi Center for the Performing Arts and the Sacramento Ballet for the past 10 years.
For more information, contact Watson at [email protected] or 530-207-3494.