Wesley E. Watkis
Managing Principal / Financial Advisor

Wesley E. Watkis

Wesley Watkis, the managing principal and financial advisor of the W & W Group has a passion for helping people, which drew him into the field and has been the foundation of his success as an advisor.

After graduating with a Finance degree from Howard University, Wesley spent more than a decade building a wide-range of experience within the financial industry. Tenures at top-name finance houses including Fannie Mae, New York Life and Northwestern Mutual provided the platform needed to launch his own firm.

Frustrated by the myths and misconceptions surrounding the stock market that hold investors back from investing, Wesley left the comfort and security of corporate finance to pursue his passion of educating and guiding clients to financial security. In opening his own firm as a Registered Independent Advisor, Wesley was able to provide real-world advice, not driven by corporate interests. Over the years his honesty and integrity have helped him to build a robust practice that serves both families and businesses.

In addition to regular client referrals, Wesley has appeared in Metro Magazine and MoneyWise in the capacity of a financial advisor, as well as provided information and advice through public media such as TV and radio.

Wesley provides a unique approach to finance, treating each client as an individual with unique needs that cannot be met with the cookie-cutter approach provided all too often within the financial industry. He believes that financial success should be available to everyone, and holds regular seminars and workshops in the Washington DC and Maryland area to help educate the public about the many opportunities available to strengthen their financial present and future.

Wesley welcomes you to come in and meet the professional team at W & W Group!

  • Phone:240 720 3579
  • Email:wwatkis@thewandwgroup.com
  • Experience:25 years