James Watkins
Senior Financial Advisor at Vanguard
Based in Charlotte, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
26K
Contact information
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j•••••••@investor.vanguard.com
Phone
5 credits+1 ••• •••• ••••
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Background
About James Watkins
I have been in the financial industry since graduating in 2003. Each role has helped me to learn and grow to be who I am today. I have been a top performer in asset accumulation and management the past 9 years. I am a leader at work as well as a competitive ice hockey team. I lead with a positive attitude and focus on strengthening the bond between myself and others. I hold Series 7, 63, 65, Life and health licenses, CFP®, and CIMA designations.
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