Marcus Watson

Managing Director


I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.

Affiliations & Memberships

GAMA International

Community Involvement

Waxhaw Business Association
Union County Chamber of Commerce
Waxhaw-Weddington Rotary Club
Myers Park Presbyterian Church
St. Jude's Children's Research Hospital

Focus Areas

  • Business Owners
  • Business Succession Planning
  • Financial Education
  • Group Benefits
  • Insurance Strategies
  • Military
  • Risk Management Strategies
  • Investment Strategies (Reg. Reps Only)


  • English


Check the background of this investment professional on FINRA's BrokerCheck