Insurance & Retirement Planning Services

Judi Watson

Judi Watson has built an impressive career in finance, spanning over two decades. She has worked with prestigious organizations such as the NBA, Sotheby’s, and Merrill Lynch, gaining invaluable experience and expertise. Over time, Judi discovered her true calling in retirement planning, legacy building, family protection, and exploring supplementary approaches to long-term care. Her passion lies in helping others secure their financial futures and protect their loved ones, ensuring peace of mind for generations to come.

Why not take a second look at protecting your wealth?

Let The Wingate Group give you a free, no-obligation review of your current plan to see if we can help you better protect your wealth.

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Address:

5565 Woodbine Road
Pace, FL 32571

Phone:

(850) 889-4094

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Jared Brett Wingate offers products and services using the following business names: The Wingate Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments. AIC is not affiliated with The Wingate Group or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22392 - 2022/11/2

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

The Wingate Group does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

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