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


Triangle Wealth Advisors

Our Team

Team photo

 
Andrew James Watkins

Andrew James Watkins, CFP®, CLU®, ChFC®, CRPC®, CASL®

Wealth Management Advisor

Originally from Ann Arbor, Michigan, Andrew obtained his Bachelor of Business Administration in management and finance from Emory University’s Goizueta Business School.  He began working with Northwestern Mutual in 2009 and has served as the Investment Specialist, coaching and supporting other advisors in the firm, since 2018. As a Wealth Management Advisor and the founder of Triangle Wealth Advisors, Andrew acts as a strategic partner to help ensure the financial security of our clients.

Andrew holds his Series 7 and 66 FINRA registration, the CERTIFIED FINANCIAL PLANNER™ professional certification (CFP®), the Chartered Life Underwriter (CLU®) designation, the Chartered Retirement Planning Counselor (CRPC®) designation, and the Chartered Financial Consultant (ChFC®) designation. He is also a consistent Northwestern Mutual Forum Qualifier placing Andrew and Triangle Wealth Advisors among the top financial service professionals at Northwestern Mutual.

Andrew and his wife Caki met at Chapel Hill’s iconic restaurant, Top of the Hill, while she attended UNC’s School of Pharmacy. They welcomed their first son, James, in September 2019. Andrew enjoys spending time with family, challenging himself on the golf course, competing with friends on the tennis court, and cheering on the Michigan Wolverines.

 
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 and a second major in Communication Studies. She joined Triangle Wealth Advisors in June of 2014.

Kelsey lives in Durham with her husband Maxwell and enjoys cooking, travelling, and visiting family back home at Lake Gaston.

 
Paul Benjamin Haley Jr

Paul Benjamin Haley Jr

Director of Planning

Paul graduated from the University of North Carolina at Chapel Hill with a Bachelor of Art in Economics with a second major in Management and Society. He competed as a collegiate athlete during his tenure there, and worked with Northwestern Mutual for 2 years directly after graduating. He joined Triangle Wealth Advisors in June 2019.

Paul lives in Durham, and enjoys exercising and breaking bread with friends and family.

 
Bryan P Wylie

Bryan P Wylie

Bryan graduated from North Carolina State University with a Bachelor of Arts in Psychology and a minor in Business Administration. He has worked for Northwestern Mutual for 5 years, and joined Triangle Wealth Advisors in May 2018.

Bryan lives in Durham with his wife Janet and enjoys traveling, discovering new places to eat, and helping out with his wife’s restaurant, ZenFish, in his free time.

 
 

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