Walter Watson, CEP®
President and Founder
Walter J. Watson Jr is president and founder of Atlantic Wealth Group, LLC. Walter has over 19 years of experience as a financial advisor. He formed Atlantic Wealth Group in 2009 after spending nine years with the former First Union/Wachovia/Wells Fargo Advisors as vice president of investments. There he and his team managed a multi million dollar client asset base with over 500 clients.
Prior experience as a Bank Advisor includes Mellon/Citizens Bank as a Dreyfus Financial Advisor. Also in financial services, he worked at Olde Discount Stockbrokers, Dean Witter, and Morgan Stanley.
His experience also includes being a founding member of Nova Advisors which offered investment services to the bank's client, and additionally Continental Bank in the same capacity. Walter helped to form Tower Financial and Independent Advisor Network which also sought to partner with banks to offer financial services to their customers.
He holds insurance and securities licenses (7, 63, and 65 registrations with LPL Financial) in several states, and is a Certified Estate Planner® (CEP®). Walter also has taught as a Certified Financial Literacy Instructor with Wall Street University at Montgomery County Community College evening classes teaching retirement planning and understanding annuities.
He is currently working on his CFP® (CERTIFIED FINANCIAL PLANNER™), and CIMA® (Certified Investment Management Analyst) designations.
Walter is enjoys jazz and is an avid tennis player.
Walter earned his B.B.A. in Finance from Temple University and earned an A.A. S. Degree in Management from Community College of Philadelphia. He has worked to raise funds for many non-profit social change organizations and is an advocate/supporter for the arts, sciences, cancer research organizations and environmental causes.