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


Triangle Wealth Advisors

My Team

 
Kelsey R Robertson

Kelsey R Robertson

Director of Operations and Client Service

Kelsey graduated from the University of North Carolina at Chapel Hill's Kenan Flagler Business School with a Bachelor of Science in Business Administration with a second major in Communication Studies. She brought her energy to Triangle Wealth Advisors in June of 2014.

Kelsey lives in Durham with her husband Maxwell and enjoys cooking, travelling, and boating with her friends and family.

 
Kate Thompson

Kate Thompson

Associate Financial Representative

Kate graduated from North Carolina State University with a Bachelor of Arts in International Economics with a minor in Political Science. She has worked with Northwestern Mutual for 3 years, but decided to move to Triangle Wealth Advisors in February 2018 to continue her tenure.

In her free time, Kate enjoys yoga and training for her half marathon. She also enjoys trying new foods and spending time with her friends and family.

 
Bryan P Wylie

Bryan P Wylie

Mobile 919-451-7253
 
 

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