Neil Watkins

Wealth Advisor

neil.watkins@magnatewealth.com

Neil provides personalized and comprehensive financial planning for his clients through his affiliation with Magnate Wealth Management and Silver Oak Securities. He attended Henderson County High School and graduated with a Bachelor of Business Administration from Western Kentucky University.

As a Wealth Advisor, Neil specializes in the financial planning process as it relates to each client’s specific financial goals. He has expertise in fixed income securities and retirement income planning. In his free time Neil enjoys running, cycling, swimming and spending time with his wife, Paula and kids Luke and Olivia. Neil is also an Ironman finisher.

Professional Designations & Licenses

Series 66 – Uniform Combined State

Series 63 – Uniform Securities Agent State

SIE – Securities Industry Essentials

Series 7 – General Securities Representative

Formal Education & Experience

18 Years’ experience as a Wealth Advisor

5 Years as a fixed income trader and analyst

B.S. of Business Administration – WKU

Civic Involvement

Board Member of Louisville Suburban Rotary Club

Member at St. Stephen Martyr Church

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Investment Advisory services offered through Magnate Advisory Services, LLC, a Registered Investment Adviser. Securities and Investment Advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Advisory Services, LLC, Magnate Wealth Management, LLC and Silver Oak Securities, Inc. are separate entities.