Watkinson Capital Advisors, Specializing in tax-free municipal bonds, Watkinson Capital Advisors LLC was founded to deliver institutional pricing to the individual investor. com Mark Watkinson reposted this Watkinson Capital Advisors LLC - Municipal Bond Specialists 244 followers 4mo What should I know about this advisor? Mark Watkinson is a financial advisor in Berwyn, PA. Please contact FINRA with any concerns. Through building custom municipal bond portfolios, we aim to increase your income by at least 15%. With a bond fund (Mutual Fund & ETF), your clients’ capital has infinite maturities and their capital can be impacted by the often irrational behavior of other investors. Watkinson Capital Advisors LLC - Municipal Bond Specialists | 298 followers on LinkedIn. We serve high-net-worth individuals Watkinson Capital Advisors LLC - Municipal Bond Specialists | 298 followers on LinkedIn. Finally Stephanie L. This Office property is available for sale. Find contact information for Watkinson Capital Advisors. Their career trajectory has included roles at Profund Distributors, Inc and Watkinson Capital Advisors LLC. Watkinson attended Saint Joseph's University. William Watkinson is a financial advisor based in Berwyn, Pennsylvania, working with Watkinson Capital Advisors LLC. Welcome to the Professional Side of Investing in Municipal Bonds. Find company research, competitor information, contact details & financial data for Watkinson Capital Advisors LLC of Berwyn, PA. com · Education: University of Liverpool · Location: London · 500+ connections on LinkedIn. com) location in Pennsylvania, United States , revenue, industry and description. States with the Lowest Taxes and the Highest Taxes turbotax. Founded in 2005, Watkinson Capital Advisors LLC has been in the financial advisory business for over 16 years. We serve high-net-worth individuals . We also compare a TEY (taxable equivalent yield) to US Treasuries, US Corporate Bonds, CDs, Money markets and savings accounts. 1273 Lancaster Ave, Berwyn, PA 19312. They provide discretionary investment management with an annual fee based on a percentage of assets under management. Registered Investment Advisor providing individuals and financial advisors institutional municipal bond management. com location in Usa, revenue, industry and description. WCA focuses on building tailor made municipal bond portfolios for wealthy individuals with the goal of earning a superior tax free yield and safety of capital. Below are the regulators with which an ERA report is filed. Watkinson Capital Advisors A Municipal Bond Firm · Experience: Watkinson Capital Advisors · Education: St Joseph's University · Location: Wayne · 17 connections on LinkedIn. WCA builds tailored municipal bond portfolios for wealthy individuals with the goal of earning superior yields and capital safety. Start your Journey Created in 2009, Watkinson Capital Advisors LLC is a family run registered investment advisor addressing the investment needs of individuals, businesses, and family offices. Find related and similar companies as well as employees by title and much more. With a goal of maximizing tax-free returns for clients, the firm seeks to leverage inefficiencies in the municipal bond market through active management. Watkinson Capital Advisors LLC is an independent, SEC-registered investment advisory firm specializing in customized municipal bond portfolio management and tax-efficient fixed income strategies. Learn more about financial advisors at Watkinson Capital Advisors LLC with the US News Advisor Finder. WCA focuses on building tailor made municipal bond portfolios for wealthy individuals with the goal of earning a superior tax free yield and safety of People Created in 2009, Watkinson Capital Advisors LLC is a family-run RIA advising and specializing in structuring the foundation piece of one’s portfolio. Watkinson, offers investment advisory services to individuals, institutional investors, trusts, estates, and charitable organizations. View Bill Watkinson’s profile on LinkedIn, a View Watkinson Capital Advisors (www. Watkinson, Municipal Bond extraordinaire and partner at Watkinson Capital was named after his ancestor. John leads a team of highly knowledgeable and skilled advisors who are dedicated to helping clients achieve their financial goals. Our mandate is and remains "buy wholesale and sell retail" which People Created in 2009, Watkinson Capital Advisors LLC is a family-run RIA advising and specializing in structuring the foundation piece of one’s portfolio. We serve high-net-worth individuals Watkinson Capital Advisors LLC - Municipal Bond Specialists | 297 followers on LinkedIn. Watkinson Capital Advisors LLC - Municipal Bond Specialists | 298 ακόλουθοι στο LinkedIn. watkinsoncap. Watkinson of 'Ridleyville', Pennsylvania, (pastor of Prospect Hill Baptist Church in present-day Prospect Park, Pennsylvania) in a letter dated November 13, 1861, petitioned the Treasury Department to add a statement recognizing "Almighty God in some form on our coins" in order to "relieve us from the ignominy of heathenism". Avoid this risk. 1273 E Lancaster Ave Berwyn, PA 19312 Phone: 484-588-0112 Toll-Free: 855-378-3429 Fax: 610-989-9092 Watkinson Capital Advisors LLC - Municipal Bond Specialists | 303 seguidores no LinkedIn. Williams & Co and Cmg Capital Managem Watkinson Capital Advisors LLC was founded by John Watkinson, a financial expert with over 25 years of experience in the industry. We serve high-net-worth individuals Discover Company Info on WATKINSON CAPITAL ADVISORS LLC in Encino, CA, such as Contacts, Addresses, Reviews, and Registered Agent. SHARED PASSION FOR TAX-FREE INCOME Our Story Created in 2009, Watkinson Capital Advisors LLC is a family run registered investment advisor addressing the investment needs of individuals, businesses, and family offices. We found 30 Mark Watkinson's profiles > Get contact information, phone numbers, home addresses, age, background check, photos, and other public records [Updated: Jan 29, 2026]. View Emma Watkinson’s profile on LinkedIn, a professional community of 1 billion members. We build investment grade municipal bond portfolios with defensive characteristics while managing duration risk. Find top employees, contact details and business statistics at RocketReach. We serve high-net-worth Watkinson Capital Advisors LLC - Municipal Bond Specialists | 303 seguidores en LinkedIn. Our Story Created in 2009, Watkinson Capital Advisors LLC is a family run registered investment advisor addressing the investment needs of individuals, businesses, and family offices. She began her career on… · Experience: SilkFred. Find company research, competitor information, contact details & financial data for WATKINSON CAPITAL ADVISORS LLC of King OF Prussia, PA. Watkinson Capital Advisors LLC - Municipal Bond Specialists | 298 seguidores en LinkedIn. Watkinson is the President and CEO of Watkinson Capital Advisors. Get the latest business insights from Dun & Bradstreet. In addition, avoid the premium/discount conversation of bond ETFs which occurred in March 2020. Watkinson Capital Advisors LLC is an independent, SEC-registered investment advisory firm specializing in customized municipal bond portfolio management and tax-efficient fixed income Mar 27, 2025 · Watkinson Capital Advisors LLC, founded in 2009 by William J. View Bill At Watkinson Capital Advisors LLC we view our clients' municipal bond portfolios as the foundation piece (keystone) of their overall investment portfolio. Mark Watkinson is a financial advisor operating in Malvern, Pennsylvania, who has 6 years of industry experience. We serve high-net-worth individuals Search our free database to find email addresses and direct dials for Watkinson Capital Advisors employees. William has previously held a position at Watkinson Capital Advisors LLC. William Watkinson is a financial advisor working out of Malvern, Pennsylvania with a total of 6 years of relevant experience. Our goal is to maximize an investor's yield without downgrading in quality nor extending in quality. They have been in practice for 11 years, the last 8 years at Watkinson Capital Advisors LLC. Discover Company Info on WATKINSON CAPITAL ADVISORS LLC in King Of Prussia, PA, such as Contacts, Addresses, Reviews, and Registered Agent. When communicating online or investing with any professional, make sure you know who you’re dealing with. William J. H. | Watkinson Capital Advisors LLC is an independent, SEC-registered investment advisory firm specializing in customized municipal bond portfolio management and tax-efficient fixed income strategies. Watkinson is an employee of Watkinson Capital Advisors LLC. Watkinson and Elizabeth R. Utilize technology and leverage business relationships to buy wholesale and sell retail. Watkinson Capital Advisors is a family run registered investment advisor serving individuals, businesses, and family offices. Learn about their Finance market share, competitors, and Watkinson Capital Advisors's email format. Watkinson Capital Advisors LLC is a family run registered investment advisor. · Experience: Watkinson Capital Advisors LLC · Location: Greater Philadelphia By exploiting the inefficiencies of the $3. In that time, they have managed over $500 million in assets and have built a reputation for providing sound financial advice to their clients. · Experience: Watkinson Capital Advisors LLC · Education: Saint Joseph's University · Location: Berwyn · 407 connections on LinkedIn. Historical Cumulative Default Rates of MuniBonds plus Artificial Intelligence in MuniLand Our Story Created in 2009, Watkinson Capital Advisors LLC is a family run registered investment advisor addressing the investment needs of individuals, businesses, and family offices. WCA focuses on building tailor made municipal bond portfolios for wealthy individuals with the goal of earning a superior tax free yield and safety of Watkinson Capital Advisors LLC 1273 E Lancaster Ave Berwyn, PA 19312 Phone: 484-588-0112 Toll-Free: 855-378-3429 Fax: 610-989-9092 Our Story Created in 2009, Watkinson Capital Advisors LLC is a family run registered investment advisor addressing the investment needs of individuals, businesses, and family offices. www. As a fiduciary adhering to the standards of investing with our client’s best interest in mind, our mandate is to buy bonds at Watkinson Capital Advisors is a firm with its principal office and place of business in Berwyn, PA. com Welcome to the Professional Side of Investing in Municipal Bonds. Johnson Controller at The Watkinson School Bill Watkinson Watkinson Capital Advisors A Municipal Bond Firm Updates Watkinson School 998 followers 1w Liked by Brian O'Neill I’m excited to share that this winter I will be interning at Watkinson Capital Advisors, where I’m gaining hands-on experience in the municipal bond… Liked by Brian O View Watkinson capital advisors llc watkinsoncap. Watkinson Capital Advisors LLC 1273 E Lancaster Ave Berwyn, PA 19312 Phone: 484-588-0112 Toll-Free: 855-378-3429 Fax: 610-989-9092 William J. We serve high-net-worth individuals Watkinson Capital Advisors LLC - Municipal Bond Specialists | 303 abonnés sur LinkedIn. The living Mark C. Reverend Watkinson's Legacy: While Watkinson's direct role was as an initiator, his letter sparked a chain of events that led to the motto's adoption. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. We serve high-net-worth individuals The yield of a municipal bond and of the composite portfolio is the key metric for the Watkinson Capital Advantage Strategy. His influence is often cited in historical discussions about the motto's origin, although he himself did not live to see the full implementation on currency. 9 Trillion Municipal Bond Market, Watkinson… · Experience: Watkinson Capital Advisors LLC · Education: Drexel University - College of Business and Watkinson Capital Advisors LLC is a Financial Services, Finance General, and Finance company_reader located in Malvern, Pennsylvania with $4 million in revenue and 3 employees. October 1st, 2025 marks the 68th anniversary of #IGWT first appearing on US paper currency. #MuniBonds #Munis The Reverend Mark R. Watkinson Capital Advisors LLC is truly an active manager with a proven process focused squarely on the municipal bond market; we have a strategy that works. Wat Provide your clients with a safer solution than the structural deficiencies of mutual funds or ETFs. Introducing a prime investment opportunity in the affluent M Emma is CEO & Co-Founder of online fashion destination, SilkFred. Watkinson Capital Advisors LLC specializes in constructing defensive investment grade municipal bond portfolios with a focus on managing duration risk. SHARED PASSION FOR TAX-FREE INCOME Watkinson Capital Advisors LLC, founded in 2009 by William J. In 2009, visionaries/founders William "Bill" Watkinson and Mark Watkinson provided a solution to individuals who wished to bypass the retail Wall Street Brokerage House business model. As of the date of the firm's most recently-filed Form ADV, the firm reported $125,021,323 in regulatory assets under management. Our separately managed account (SMA) approach provides transparency and peace of mind for our investors. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Watkinson Capital Advisors LLC - Municipal Bond Specialists | 291 followers on LinkedIn. intuit. View Bill Watkinson Capital Advisors LLC is a Financial Services, Finance General, and Finance company_reader located in Malvern, Pennsylvania with $4 million in revenue and 3 employees. View Watkinson capital advisors llc watkinsoncap. During their career, Watkinson has held roles at Watkinson Capital Advisors LLC, A. 5fjf3o, nvziq, mr7ra, hdnnx, arcl, uyae, l3e7hy, 55qnyy, lbwng, kq3n,