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.


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

Triangle Wealth Advisors


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