Joseph W. Watson,

Joseph is dedicated to managing and preserving wealth for his clients and their families. He focuses his business on his clients’ individual financial objectives and believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with personal attention and a commitment to his clients’ best interest, that sets Joseph apart.

Establishing deep and valued relationships, Joseph is able to gain a comprehensive understanding of his clients’ needs and goals. Joseph works hard to enhance and preserve his clients’ investments, while assisting with their goals through long-term financial solutions using portfolio management, retirement planning, estate planning, and more.

A native of Raleigh, North Carolina, Joseph graduated from the University of North Carolina with a Bachelor of Science in Business Administration with concentrations in Finance and Investments. He holds the Certified Financial Planner^TM certification, and Accredited Asset Management Specialist^SM and Wealth Management Specialist^SM designations. When he’s not working, Joseph enjoys playing golf, gardening, and watching way too much football. Joseph and his wife, Sarah, have two wonderful daughters, Kate and Laura.

Joseph was named to the 2024 and 2023 edition of the Forbes list of Top Next-Gen Wealth Advisors Best-in-State†.

† Forbes Top Next-Gen Wealth Advisors Best-in-State 2024, developed by Shook Research, is based on the period from 3/31/23 to 3/31/24 and was released 8/8/2024. 4,081 nominations were received and 1,621 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/4cVTpjA. For more information go to https://www.forbes.com/lists/best-in-state-next-gen-advisors/?sh=166061825fc3.