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.
His approach is to guide his clients through an objective financial planning process where planning strategies are developed around specific personal goals related to financial, investment, estate, and risk management. By focusing on personal goals and values, Wes helps clients form conclusions and decide on the most appropriate strategies to incorporate into their plans.
Previously, Wes served as Managing Director for the former Cherry Bekaert Wealth Management LLC (now a part of the Choreo family).
In his free time, he supports the Goodwill Industries of Central Virginia, Inc. as a board director. He also serves as a board director and treasurer for Bull Run Hunt, Inc.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- American Institute of Certified Public Accountants (AICPA)
- Virginia Society of Certified Public Accountants (VSCPA)
- Personal Financial Planning Section of AICPA
- Richmond Estate Planning Council
- Richmond Private Business Study Group
- Investment Advisor Representative, Series 65
EDUCATION
- Bachelor of Science in Accounting, Virginia Commonwealth University
- Masters in Tax, Virginia Commonwealth University
