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Les Watson CFP®, CPWA®, CIMA®, RMA®

Les Watson CFP®, CPWA®, CIMA®, RMA®

Managing Director - Wealth Solutions

Les Watson is a Managing Director and the Co-Founder of YellowWood Wealth Solutions, LLC. After years of building their team at Merrill Lynch, he and Jason Rericha sought to start their own firm focused on helping their clients use their financial resources to live the best life possible. Les Watson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner (CFP®) Board of Standards, Inc.

He has also earned his Certified Investment Management Analyst® (CIMA®), his Certified Private Wealth Advisor® (CPWA®), and his Retirement Management Advisor (RMA®) designations, all by the Investments & Wealth Institute™ (The Institute), which identifies financial advisors who work with high net worth clients on the lifecycle of wealth.

Les is also a licensed insurance agent in the States of NC, SC, VA, MD, FL, NY, NH, PA and OH.

Prior to YellowWood, Les worked as a Wealth Management Advisor at Merrill Lynch and Financial Advisor at A.G. Edwards where he built a robust financial services practice by focusing on the individual needs of clients.

Les has taught the CERTIFIED FINANCIAL PLANNER™ (CFP®) course at Queens University and the University of North Carolina at Charlotte. He and his wife, Robyn, live with their daughter, Taylor, in Concord, North Carolina. Les enjoys spending time with his family, loves CrossFit and is a passionate Virginia Tech Hokie fan.