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William W
Series 63, Series 65
Berwyn, PA
Watkinson Capital Advisors LLC
William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Profund Distributors, Inc. prior to joining his current firm in 2017. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary portfolio management, municipal bond strategies, and asset management services. The firm emphasizes tax-advantaged fixed income through its Municipal Bond Advantage laddering strategy and a Core-Plus hybrid approach that incorporates leverage and active trading.
William W
Series 63, Series 65
Berwyn, PA
Watkinson Capital Advisors LLC
William Watkinson is a financial advisor at Watkinson Capital Advisors LLC in Berwyn, PA, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Watkinson Capital Advisors since 2009. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services that may include financial planning and ETF-based allocations. The firm’s approach centers on tax-advantaged fixed income, featuring a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid program combining a laddered core with a levered trading component.
Mark W
Series 63, Series 65
Berwyn, PA
Watkinson Capital Advisors LLC
Mark Watkinson is a financial advisor with Watkinson Capital Advisors LLC, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Watkinson Capital Advisors since 2017 and previously spent three years at A.H. Williams & Co. Outside of his advisory role, he manages a rental property. Watkinson Capital Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary portfolio management, municipal bond strategies, and asset management services. The firm’s approach focuses on tax-advantaged fixed income, utilizing a Municipal Bond Advantage laddering strategy and a Core-Plus hybrid strategy that combines laddered allocations with a levered trading component.
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