portrait of Justin P Watkins
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $750,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Architecture
  • Snowboarding
  • Mountain Biking

Team Members

  • Nancy Sullivan
    Sr. Branch Office Administrator
    FPQP®
  • Angela March
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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