Andrew Watkins: An Expert in Comprehensive Fin ancial Planning and Tax Efficiency

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.

How do you ensure that your company’s offerings are dive rsified enough to meet the needs of a wide range of client s? What strategies have you used to attract and retain clie nts?

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 best-in-class insurance products with multiple insurance carriers to stocks, bonds, mutual funds, and private equity.

What qualities do you believe are essential for effective le adership in the wealth management industry? What leade rship 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.

How has the COVID-19 pandemic affected the wealth ma nagement industry? What steps has your company taken to adapt to the changing landscape and continue providin g value to clients?

The impact of COVID-19 has been enormous in the wealth management industry, and there have been lots of opportunities and challenges as a result.

One improvement in efficiency has been in virtual client communication. Nearly all our clients are familiar with Zoom and e-signature platforms. This has significantly increased the speed at which client strategies can be implemented and eliminated most geographic barriers.