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About WATB WATB is situated in Tampa and works as a Registered Investment Advisor (RIA). WATB provides personalized counsel and open access to financial managers and products to meet your needs in insurance, investment, and retirement. Securities and advisory services are provided by LPL Financial, a registered advisor. Member FINRA/SIPC. This profile does not reflect the views or opinions of LPL Financial. Third-party contributions are not monitored by LPL Financial for accuracy or completeness. We are making Good Financial Decisions Toward Your Goals. We have the expertise and understanding to help you make informed financial decisions and align them with your business, personal, and family objectives. Our clients come from a wide range of professions and fields of experience. Active professionals and retired families share a common concern. They all strive for the same goal: to make steady progress toward the financial future they want.