Andrew James Watkins, CFP®, CLU®, ChFC®, CRPC®, CASL®
Wealth Management Advisor

Triangle Wealth Advisors


Our experience with Andrew and Northwestern Mutual has been extraordinary.  We have consulted with Andrew throughout every step of our financial journey - from starting a family, to switching careers, purchasing a home, and saving for education & retirement.  Andrew is intimately familiar with our situation, goals and objectives.   We would not be in the financial shape we are today without Andrew and his team!

James Delmedico, Senior Vice President at SunTrust


My partner and I have worked with Andrew and his team for a few years. Since the beginning, it has been great working with them. When first getting our financial life in order, we met with Andrew quite a few times for discussions around savings and investment goals. I always felt he had thoroughly thought about our individual situation and recommended the best course of action based on the market and our short and long term goals. We have since moved away from North Carolina, but we have enjoyed working with, and trust, Andrew and his team so much that even though we live on the other side of the country, he is still our advisor. Since the move he has been diligent about regular check-ins regarding our financial lives and making adjustments as needed to meet our goals. He and his team are extremely responsive if I ever have questions or concerns - usually getting back to me within hours, if not sooner. Working with Andrew and his team has been easy and a delight, and I will give the highest recommendation.

Ryan Fink, Anesthesiologist at Oregon Health & Sciences University


It has been a pleasure working with Andrew Watkins and his team.  Andrew is very knowledgeable and always offers me sound investment advice.  He has helped me craft a long-term, tax efficient investment strategy specifically tailored to my circumstances. Andrew clearly explains the essence of his investment advice, is willing to answer any and all questions, and is very responsive to inquiries and concerns. Overall, I highly recommend Andrew and his team.

Robert Bushman, Distinguished Professor of Accounting at UNC's Kenan-Flagler Business School


We moved to NC and found ourselves with two brand new jobs and uncertain finances. Despite good incomes, we had a great deal of financial stress. I felt vulerable and was hesitant to work with an investment company, somewhat skeptical of whether they would be looking out for themselves, or us as clients I would hope they would. We met with Andrew Watkins and these fears were instantly abolished. Andrew explained tax structures and suggested investment strategies, etc., but never lost sight of the thing that was stressing us out the most, our immediate debt. We together put a plan in place and very quickly have been able to reach our goals. We value his expertise and education, but mostly his ability to really listen to us and consider our priorities. He is readily available and has a friendly, hardworking staff. We highly recommend Andrew Watkins and NWM.

Amanda Jimenez, Pulmonologist at Duke University


I have very much enjoyed working with Andrew Watkins and his team over the past two years. Andrew has provided valuable advice and has helped us setup a financial plan that will ensure we are well positioned for future success. Our meetings with Andrew are always a very informative and productive. I highly recommend Andrew to other professionals that are seeking help developing a financial plan.

Daniel Gonzalez, Assistant Professor at UNC Eshelman School of Pharmacy


We have been working with Andrew since Elena graduated from residency training.  He has always been kind and welcoming to us, and makes us feel very important, regardless of the size of our portfolio.  There is individualized attention to our needs, and he is always adjusting our strategy based on our goals.  He has been encouraging about life changes, like changes in employment and having children, and has made sure we are prepared for bumps in the road.  We are well on our way to reaching our retirement goals at a young age, and would not have gotten to this point without his guidance.  We have recommended him to many friends and coworkers, and would do so again without hesitation.


Elena Perea, Psychiatrist at Duke University

Tim Basl, Supply Network Planner at Corning Incorporated


My experience with Northwestern Mutual, and in particular with Andrew Watkins, has been exceptional. Their comprehensive analysis and planning has allowed me to consolidate my investments and insurance with one advisor who I trust. I have greatly appreciated their proactive approach to investing and regular meetings that are held with their clients to ensurs alignment and understanding.

Chief Scientific Officer at a North Carolina biotechnology company




The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck