Tammy M Watts-Quesinberry

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Winston-Salem, NC
• 12/2015 → Present
  Bank Of America, N.A.
  Winston-Salem, NC

Other Businesses

I*: 2227368 Entity Type: For Profit Name of OBA: TM Watts Group, LLC Address: Walnut Cove, NC 27052 Investment Related: No Position, Title, Association: General Partner/Managing Member, Owner Employee Start Date: 4/1/2025 Number of Hours: 6 hrs mthly Number of Hours during trading: 0 Duties: The LLC will hold title to rental properties for my brother, T. W., husband J. Q., and I to advertise, collect rent, and maintain. I*: 2581287 Entity Type: Fiduciary role Name of OBA: J. Q. Address: Walnut Cove, NC 27052 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 06/30/2025 Number of Hours: 1 hr wkly Number of Hours during trading: 1 hr wkly Duties: Power of Attorney for Spouse

Exams

• S66 Uniform Combined State Law Examination
  2016-02-01

Other Names

• Tammy Michelle Watts