Cain, Watters and Associates    
Initializing...
Home.About Us.Services.Community.Events.investments.Financial Info.Resources.Client Logon.Contact
 New Client Services  
 

For inquiries regarding new client services:

Charles Loretto or Jeff Sullivan
972-233-3323 (ph)
972-663-3799 (fax)
Charles@cainwatters.com
jeff@cainwatters.com


Charles Loretto

Charles received his Bachelor of Business Administration in Marketing from the University of Texas at Arlington in 1994 and began his career with CWA in 2001.  He is directly involved in speaking with potential clients and helping them determine if CWA is a good fit for them. 

 

By regular mail or overnight:

Cain, Watters and Associates, P.L.L.C.
5580 Peterson Lane, Suite 250
Dallas, Texas 75240

 


Jeff Sullivan

Jeff assists Charles with business development and new client services at Cain, Watters & Associates, P.L.L.C. (CWA).  His role is to speak with potential clients prior to them engaging the firm as to best determine the financial opportunities within their current situation and the appropriateness of hiring CWA. 

Jeff is the son of two General Dentists, has a brother in dental school, and has been familiar with the CWA financial planning methodology for many years.  Jeff received his Bachelor’s degree in Business Economics and German from Wofford College where he was also a member of their Division-I Football and Track & Field programs.

 
   
 Contact Us  
 
Cain, Watters and Associates is open for business between the hours of 8:30AM and 5:00PM Central Time, Monday through Friday. We are closed the week between Christmas and New Year's Day each year.

By Phone, Fax or Email:

972-233-3323 (ph)
972-663-3799 (fax)

info@cainwatters.com

 

By regular mail or overnight:

Cain, Watters and Associates, P.L.L.C.
5580 Peterson Lane, Suite 250
Dallas, Texas 75240