Brian Watson

Brian Watson is a Partner at Koss Olinger in Gainesville, Florida, specializing in wealth management and estate planning for high-net-worth individuals and families. As a Certified Financial Planner (CFP®) and Certified Divorce Financial Analyst (CDFA®), he plays a crucial role on the firm's Investment Advisory Committee and was central to developing Koss Olinger's trademarked Wealth Navigator System™, which guides comprehensive financial and retirement planning.

With a career at Koss Olinger spanning over 25 years, Brian has built deep expertise in investment management, retirement planning, and advanced estate strategies. He focuses on portfolio construction, multi-generational wealth transfer, and advising clients through complex life transitions such as business sales and divorce. Brian also leads initiatives to improve the firm's technology and client service systems, continuously enhancing the overall client experience.

Brian holds a Bachelor of Science in Business Administration (Finance) from the University of Florida. Recognized for both technical proficiency and innovative contributions, he is known for implementing advanced planning strategies and education-focused advising. His investment work frequently covers equities, fixed income, alternative assets, and illiquid holdings, positioning him as a trusted advisor in the wealth management sector.