Watkins Financial Group

Watkins Financial Group

  • 1601 Jones Franklin Rd Ste 103
  • Raleigh, North Carolina
  • 27606
  • Phone: (919) 851-3117
  • Fax: (919) 233-1610
  • Website

Description

Watkins Financial Group was established in 1984 to provide insurance services for individuals and businesses. The primary purpose of Watkins Financial group is to assist clients in evaluating needs and providing solutions. The proper solution can be offered only after understanding each client’s need. We are committed to excellence in communication, service and implementation of employee benefits. Employee benefits are provided to our clients through a partnership with Digital Benefit Advisors, a division of Digital Insurance, Inc. For individuals, solutions may include life insurance, disability income, long term care insurance, personal financial planning and individual medical and dental plans. Financial planning is accomplished when the adviser and the client form a relationship to help achieve the client’s objectives through careful understanding, analysis, and implementation. Watkins Financial Group operates with the philosophy that our clients’ goals, questions and desires are our primary concern. Our role is to provide for each client the level of service that is desired and deserved.

Keri Leatherwood Keri Leatherwood has been assisting clients of Watkins Financial Group since 2014 when she began as Administrative Assistant to Eddie Watkins. Keri is passionate about exhibiting excellence in all of her endeavors and providing exceptional customer service to the clients of Watkins Financial Group. Keri graduated from Bob Jones University with a Bachelors of Science degree in Biology and a minor in Business Management. Keri's past work experience includes four years of experience in the banking and finance industry along with two years of Administrative Assistant experience. The diversity of her education and employment history make her uniquely qualified to provide professional and personalized customer service to all of our clients. Keri and her husband Nathan reside in Morrisville and enjoy traveling the country with their extended family.

Thank you for taking the time to explore our website to determine if we can be of assistance to you, your family or your business. We began our firm in 1984, primarily focusing on employee benefits. Our offerings to clients now include financial planning. Our focus has always been to understand our clients' needs and assist in finding the best solution. Watkins Financial Group believes in people and relationships. We always take the steps necessary to maintain a professional, people-oriented approach to our business. Our team of professionals is dedicated to the success of our clients. For businesses and individuals, we strive to provide the necessary time and effort to understand goals and objectives; analyze potential solutions; and then make recommendations suited to specific needs. Our independence as a broker gives us the freedom to find the best solution to our clients’ needs. Again, thank you for taking the time to explore the possibilities of working with our firm.

In addition to being involved in various professional organizations including NAIFA, NAHU, Society of Financial Services Professionals and Kingdom Advisors. Eddie coached youth baseball for more than 25 years through the West Raleigh Baseball Association, Inc. and the West Raleigh Exchange Club. He currently serves as the Chapel Leader of the Carolina Mudcats, the AA affiliate of the Cincinnati Reds. Eddie has been married to Betsy Cooper Watkins since June 3, 1973. They have two sons, Matthew and Seth. Eddie’s family is actively involved in their church, which includes working with couples focusing on marriage and teaching an Adult Bible Fellowship.

Fact sheet

Company founded
1984

Products & services

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