A n d r e w Watkins Watkins Andrew

An Expert in Comprehensive Financial Planning and Tax Efficiency

Our team takes pride in providing a great client experience, and through this, our clients have become our biggest advocates.

Andrew Watkins is dedicated to being at the forefront of his field. He understands that financial planning requires continuous learning and staying updated with the latest trends, regulations, and market developments.

Andrew honed his skills at Emory University's Goizueta Business School, where he delved into various finance domains, equipping himself with a comprehensive understanding of the subject. Andrew's passion lies in investment management and its potential for wealth accumulation. This drove him to graduate in 2007 and join a Merrill Lynch team that served high net-worth clients. It was during this time that Andrew faced his first significant challenge—the financial crisis. With his proactive approach and exceptional communication skills, he was able to reassure his clients of the long-term stability of their longterm financial plans, even amidst market volatility. In 2009, Andrew decided to relocate to North Carolina and founded Triangle Wealth Advisors.

Over the course of 15 years, Andrew and his team have overcome numerous obstacles, always prioritizing the interests of their clients. Through strong partnerships and a deep commitment to their clients' financial well-being, Andrew and his team consistently exceed expectations, helping clients their and exceed financial goals beyond what they previously thought possible.

Here are the highlights of the interview the interview in which Andrew shared more about his background, expertise, and philosophies, all of which have led to the rapid growth of Triangle Wealth Advisors:

How do you ensure that your company's offerings are diversified enough to meet the needs of a wide range of clients? What strategies have you used to attract and retain clients?

We have made the strategic decision to partner with Northwestern Mutual Wealth Management Company. As a top 5 independent broker-dealer in the US, Northwestern Mutual offers our team industry-leading equity research and financial planning software. Our offerings range from bestin-class insurance products with multiple insurance carriers to stocks, bonds, mutual funds, and private equity. Our clients’ goals are the core focus of our team’s approach, and we build customized strategic plans using these offerings. Our biggest differentiator is our ability to listen to our clients and help them develop a plan of action towards their personal goals. We’ve found our team’s attention to detail has led to organic growth through client referrals as well as through a few select CPAs and attorneys. Our team takes pride in providing a great client experience, and through this, our clients have become our biggest advocates.

What qualities do you believe are essential for effective leadership in the wealth management industry? What leadership style do you personally prefer and why?

I think a great leader in the wealth management industry is very similar to a great team leader or coach in athletics. A leader in wealth management understands the end goals of the clients and develops an effective game plan to achieve the desired target. A great leader takes the extra step to educate clients on how each piece fits into their tailored plan and listens to their concerns and questions. Our team wants our clients to understand their strategy so well that they can articulate it to a friend/colleague at a dinner party. My personal leadership style is best categorized as leading by example. I’ve never asked a team member or client to do something that I’ve not personally done. I think this is very important in the wealth management industry, as it's important to “put your money where your mouth is.”