Wesley Watkis
Managing Partner, The W&W Group LLC
Chevy Chase , MD

Wesley Watkis's Networking Photo

Websites:
Current Work:
  • Founder/Managing Partner at The W&W Group LLC
  • Vice President at W&W Consulting, LTD
  • Previous Work:
  • Registered Representative at Northwestern Mutual
  • Registered Representative at New York Life
  • Registered Representative at American Express
  • Registered Representative at Merrill Lynch
  • Education:
  • BBA, Finance, Howard University

  • Summary:
    The W&W Group offers a variety of investment advisory and financial planning services, ranging from reviewing individual financial objectives to maintaining investment portfolios. Our clients come from a wide spectrum, and we firmly believe that no individual is too small and no corporation too big to benefit from the personalized approach we take to everything we do.
    Skills:
    We specialize in:

    Personal Financial Planning
    Education Funding
    Retirement Planning
    Insurance & Risk Management
    Strategic Tax Planning
    Charitable Giving
    Asset Accumulation
    Succession Planning
    Estate Planning

    Detailed Experience Summary:

    Founder/Managing Partner at The W&W Group LLC
    January 2002 - Present

    The W&W Group is a comprehensive financial investment firm with one primary focus: creating financially-sound relationships with each and every client. To this end, we take a unique approach to financial planning. We take the time to develop a collaborative environment that combines your needs, your goals, and your life with our expertise and time-proven success turning financial dreams into realities.

    Vice President at W&W Consulting, LTD
    January 1992 - Present

    Computer Company

    Registered Representative at Northwestern Mutual
    January 1999 - January 2001

    Insurance Company

    Registered Representative at New York Life
    January 1994 - January 1999

    Insurance Company

    Registered Representative at American Express
    January 1993 - January 1994

    Insurance Company

    Registered Representative at Merrill Lynch
    January 1992 - January 1993

    Wire House


    Detailed Education Summary:

    BBA, Finance, Howard University
    December 1992


    Conversation History: (69 total)

    Date Person
    10/05/09 Eddie Perea
    10/05/09 Michael S. Kraft
    10/05/09 Dale Donnelly
    10/05/09 Kerul Kassel
    10/05/09 Monique MacKinnon
    09/24/09 George J. Landau
    09/24/09 Sandra Mann
    09/24/09 Ciro DiSclafani
    09/24/09 Daniel Stoica
    09/24/09 Timothy J. Hayes
    06/11/09 Jeffrey Hattem
    06/11/09 Kristine Porter
    06/11/09 Margie Basaraba
    06/11/09 lynn lee
    06/11/09 Bonnie Dubrow
    05/22/09 Jim Freeman
    05/22/09 Dan Edmonds
    05/22/09 Jeffrey Hattem
    05/20/09 Jeff D'Urso
    05/20/09 Bonnie Dubrow
    05/15/09 Shella Fitzpatrick
    05/15/09 Jim Freeman
    05/15/09 Bonnie Gortler
    05/15/09 Dale Donnelly
    05/07/09 Jack Goldenberg
    05/07/09 Bonnie Gortler
    05/07/09 A.Michelle Blakeley
    05/07/09 Dan Goodman
    05/07/09 Vivek Khanna
    05/07/09 Brent Trethewey
    05/07/09 Rocky Romero
    05/07/09 Marvin Bzura
    05/07/09 Mike Sachleben
    05/04/09 Darren Smith
    05/04/09 Barbara Lopez
    05/04/09 A.Michelle Blakeley
    04/24/09 Brent Trethewey
    03/25/09 Jane Prugh
    03/25/09
    03/25/09 Brent Trethewey
    03/25/09 Tony Mack
    03/25/09 Patricia Weber
    03/25/09 Gail Foley
    03/25/09 Anna Florey
    03/25/09 Jim Ullery
    03/25/09 Jack Goldenberg
    03/24/09 Jackie Prehn
    03/24/09 Bonnie Gortler
    03/24/09 Tony Mack
    03/24/09 Mike Sachleben
    03/24/09
    03/24/09 Paul Mendiola
    03/24/09 Kristi Arndt
    03/24/09 Laura McKee
    03/24/09 Bonnie Gortler
    03/24/09 Jim Sutton
    03/24/09 Shala Phansalkar
    03/24/09 Michael Hahn
    03/11/09 Lisa M. Forbes
    03/11/09 Ed Schrader
    03/11/09 Patricia Weber
    03/11/09 Dvorah Lansky
    03/02/09 Darren Smith
    03/02/09 Ed Schrader
    03/02/09 Louise DiSclafani
    03/02/09 Gail Foley
    03/02/09 A.Michelle Blakeley
    03/02/09 Tony Mack
    03/02/09 Mamadou Diallo