Erin Watson

Client Service Associate

 

Hello, my name is Erin Watson, and I serve as a Client Services Associate at Legacy Financial.

My hometown is in Carrollton, Texas and the area will always hold a special place in my heart. However, my family relocated to Oklahoma in 2001, and I now consider it my true home. Outside of work, I love traveling when I can, and I cherish spending time with my husband, family, friends, and my standard poodle, Noah. My dedication to others extends well beyond my loved ones—I truly enjoy meeting new clients, building personal relationships with them, and providing support throughout their journey.

My career has spanned various roles, but one common thread has been my passion for client care. I began my professional journey in retail as a Business Manager, where I found joy in interacting with both my team and clients. From there, I transitioned into marketing and inside sales. Most recently, I spent four years working with a local lender as a licensed Mortgage Loan Originator and then a Loan Processor. These experiences sharpened my attention to detail and honed my ability to work through complex scenarios, skills I continue to employ with our clients daily.

I love being part of the incredible team at Legacy Financial. With my extensive experience working with clients from diverse backgrounds, it is a joy to bring my expertise and enthusiasm into my role as a Client Services Associate. It is a privilege to serve in this capacity, helping guide our clients through such a significant process in optimizing their financial futures.

Schedule a Call

Scroll to Top