Broker Check
Walter J. Watson Jr, Certified Estate Planner ™, CEP®

Walter J. Watson Jr, Certified Estate Planner ™, CEP®

President – Wealth Management

Walter J. Watson Jr is president and founder of Atlantic Wealth Group, LLC.  Walter has over 25 years of experience as a financial advisor specializing in Wealth Management. 

He formed Atlantic Wealth Group in 2009 after spending many years with the former First Union/Wachovia/Wells Fargo Advisors as vice president of investments.

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 prior 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 the Independent Advisor Network which also sought to partner with banks to offer financial services to their customers.

He holds insurance and securities licenses (7, and 63 registrations with LPL Financial and his 65 registration with Private Advisor Group) in several states, and is a Certified Estate Planner (CEP®).  Walter taught as a Certified Financial Literacy Instructor with Wall Street University at Montgomery County Community College evening classes teaching retirement planning and understanding annuities.

Walter enjoys jazz and is an avid and competitive tennis player.  

Walter is a graduate of the Fox School of Business at Temple University; with a Bachelor’s degree in Finance.  He also earned an Associate Degree in Business Management at Community College of Philadelphia.   Walter has worked to raise funds and awareness for several non-profit social change organizations and is an advocate and supporter of the Arts and Sciences.