Our Firm
Private Wealth Management was established in 2008 at the height of the financial crisis. We made the move to an independent business model for two reasons: we could specialize in what we do best for our clients and there are no conflicts of interest by being associated with larger Wall Street firms or other financial institutions. We work for our clients and only our clients.
Cory Watson
Financial Advisor
Graduated from the University of Iowa in 1996. Immediately out of college began his investment career at Merrill Lynch. In 1998 he was asked to open a brokerage division for Keokuk Savings Bank. In 2008 Cory was named one of the “Top 50 advisors in America”, by BIC Magazine. He founded Private Wealth Management later that year. Cory expanded his practice to Quincy, IL in 2011. In his spare time he enjoys spending time with his two daughters, Kendall and Kaylie, as well as golfing and watching Iowa football and basketball games
Kelly Grogan
Assistant
Began her career in operations and servicing investment clients in 1998 at Keokuk Savings Bank. Kelly has been with us since Day 1 and her experience is invaluable to our clients and the day to day operations of our investment firm