Our Qualifications

221 B Advisory Services, LLC (formerly Lawson & Watson, LLC) offers the pinancle of personalized service and care to our clients, collaborating with a clients other advisors and through strategic alliances within the Financial Services and Life Insurance industries.

Jerry held a Masters of Science degree in Financial Services (MSFS). He held the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). He was a member of the Society of Financial Service Professionals, the Association for Advanced Life Underwriting (AALU), the Greensboro Estate Planning Council, and was a life member of the Million Dollar Round Table (MDRT).  Jerry passed away on June 9, 2009.

John has over 37 years experience in the financial services industry, affiliating with Provident Mutual on April 1, 1979.  Through strategic alliances, 221 B Advisory Services, LLC specializes in Portfolio Management, Retirement Planning, Retirement Distribution Planning, Business and Family Wealth Preservation, and Business Succession Strategies. 

He holds the designations of Chartered Life Underwriter (CLU), Chartered  Financial Consultant (ChFC), Accredited Estate Planner (AEP), Registered Financial Consultant (RFC) and he is an Investment Advisor Representative with Hornor, Townsend, & Kent, Inc..  He holds the Series 6, Series 63, Series 65, and Series 7 securities' registrations.

In addition, John is a member of the Society of Financial Service Professionals (SFSP), the Association for Advanced Life Underwriting (AALU), the Million Dollar Round Table (MDRT), the International Forum (IF), The International Association of Registered Financial Consultants (IARFC), The International Association for Financial Planning (IAFP), and is a past President of the Greensboro Estate Planning Council.  He served on the Board of Directors for Finseca (formerly AALU) form 2013 - 2018.