Wesley Watkins
Managing Director, Wealth Management
Wes has more than 35 years of experience assisting executives, professionals, business owners and high-net-worth individuals in developing and realizing their personal financial plans.
Wes is a Managing Director of Wealth Management AT Choreo, bringing over 35 years of experience in assisting executives, professionals, business owners, and high-net-worth individuals develop and achieve their personal financial goals.
His approach is rooted in guiding clients through an objective financial planning process, ensuring strategies are tailored to their unique aspirations and financial circumstances. By focusing on investment management, estate planning, and risk management, Wes helps clients create personalized financial strategies that align with their values and long-term goals. His expertise enables clients to make informed decisions and implement strategies that provide clarity, confidence, and financial security.
Previously, Wes served as Managing Director for the former Cherry Bekaert Wealth Management LLC, now a part of the Choreo family. In addition to his professional work, he is deeply committed to giving back to the community. He serves as a Board Director for Goodwill Industries of Central Virginia, Inc. and actively participates in several of its committees.
With decades of experience and a client-first philosophy, Wes is dedicated to providing thoughtful guidance and strategic solutions that help clients navigate their financial journeys with confidence.
PROFESSIONAL AFFILIATIONS & CREDENTIALS
- CPA and PFS
- Series 65
EDUCATION
- Bachelor of Science in Accounting, Radford University
- Masters in Tax, Virginia Commonwealth University
