John Watkins - Director of Marketing

 

Director of Marketing

John is responsible for the development of the CWP brand and its marketing strategy.  John works closely with the sales team, enabling them to meet their objectives by providing them with the appropriate tools, materials and presentations to be successful in the field. As a recent graduate from Florida Gulf Coast University, his B.S. degree in finance and minor in economics provide him with a solid foundation for interpreting sales data and providing valuable insight to the sales team. Prior to becoming Director of Marketing, John worked on the CWP trade team for 4 years where he gained valuable insight into investment strategy and how the SMA landscape is structured. 

During his time at FGCU, he participated in the Student Managed Investment Fund which manages a portion of the University’s endowment. John currently holds the FINRA series 65 license. In his spare time, John enjoys spending time with his son and wife. On the weeknds, you can find him restoring boats or fishing in the Gulf of Mexico.

Email: JWatkins@CapitalWealthPlanning.com

Phone: 239-330-4162 (Direct)

Cell: 239-851-6030

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Check out the background of this investment professional on FINRA's BrokerCheck