Watkinson Capital Advisors LLC

William Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Watkinson Capital Advisors in 2017, he worked at Profund Distributors, Inc. from 2010 to 2017. Watkinson Capital Advisors provides discretionary investment advisory services primarily through separately managed fixed-income accounts to individuals, institutions, trusts, estates, and charitable organizations. The firm specializes in customized municipal bond portfolios tailored to clients' state of residence, liquidity needs, and tax objectives, employing laddering techniques, tax-loss harvesting, and a Core Plus program that integrates leveraged short-term trading with laddered core holdings.

William Watkinson is a financial advisor with Watkinson Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Watkinson Capital Advisors since 2009. Watkinson Capital Advisors provides discretionary investment advisory services primarily through separately managed fixed-income accounts, serving individuals, institutional investors, trusts, estates, and charitable organizations. The firm focuses on customized municipal bond portfolios tailored to clients’ state of residence, liquidity needs, and tax objectives, employing laddering techniques and active selection of investment-grade and special situation municipal securities.

Mark Watkinson is a financial advisor at Watkinson Capital Advisors LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Watkinson Capital Advisors since 2017, following three years at A.H. Williams & Co. Outside of his advisory role, he manages a rental property. Watkinson Capital Advisors provides discretionary investment advisory services primarily focused on customized municipal bond portfolios for individuals, institutions, trusts, estates, and charitable organizations. The firm employs laddering techniques, active selection of investment-grade and special situation municipal securities, and offers sub-advisory services to other registered investment advisers.