Bill is the President and CEO of Watkinson Capital Advisors LLC. In addition, as Chief Investment Officer of the Municipal Bond Advantage Strategy, he is responsible for establishing and implementing client asset allocation strategies, building fixed income positions and periodic portfolio rebalancing. He is involved in establishing and cultivating relationships with high net worth individuals, family offices, small to mid-size institutions and financial advisors while directing the Municipal Bond Advantage Strategy's investment philosophy and strategy.

Mr. Watkinson is a business development professional with an extensive background in fixed income, having worked with diverse financial service companies that total over 43 years of experience. Namely, E.F. Hutton & Co. 1977-1988, Prudential Securities 1988-1998, Pennsylvania Merchant Group 1998-2001, Advest, Inc.(now Merrill Lynch) 2001-2004, and Penn Liberty Bank (now WSFS)2004-2009.

Mr. Watkinson earned his Bachelor of Science in Marketing from St. Joseph's University.

Series: 63, 65

Mark C. Watkinson has 12 years of investment industry experience and is currently the head of operations at Watkinson Capital Advisors LLC. Named after the Reverend Mark Watkinson who is credited as being the catalyst for "In God We Trust" being on all US Currency and as our National Motto, Mark started his financial career in 2006 working for The Hartford, providing sales and sales support for their annuity products. After leaving The Hartford, Mark worked for CMG Capital Management Group and gained experience in alternative investment vehicles. After working at CMG Capital Management Group, Mark worked for A.H. Williams & Co as head of marketing and business development.

A graduate of West Chester University (BA Marketing 2005), he now resides in Wayne, Pennsylvania with his wife and daughter. Mark enjoys golf, bowling, skiing and being outdoors.

License held: 6,63,65

Jeff is responsible for business development, working with the RIA community, municipal bond market commentary, and online exposure. At The Hartford between 2005 & 2008, as a retirement income specialist, Jeff advised financial advisors on ensuring lifetime income for their clients in Georgia & South Carolina. Later, he covered Hartford Mutual Funds in New Jersey and upstate Pennsylvania. After earning a MBA at LeBow College of Business at Drexel University in 2010, Jeff began advising RIAs on geared ETFs, alternative ETFs and factor based “smart beta” ETFs with ProShares, a thought leader of innovative, alternative ETFs. He has traveled all over the country presenting innovative ideas and consulting with the brightest minds in the investment community. After residing in Morristown NJ, Atlanta GA, Washington DC and Dallas, TX, Jeff returned to King of Prussia PA in 2017 to strengthen the family municipal bond business. When Jeff is not in the office, he enjoys golfing, sporting clays, bow-hunting, country music, live music, reading Barrons, and being outside.

Georgetown University: McDonough School of Business: Bachelor of Science: Finance Major, German Minor

Drexel University: LeBow College of Business Masters of Business Administration

License held: 65