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Joy Watkins, CFP®
Team Bio

Joy Watkins, CFP®

Principal & Director of Financial Planning

When it comes to planning for retirement, Joy wants clients of Anchor Investment Management to be prepared both financially and mentally. She takes a wholistic approach to creating tailored portfolios for clients that is based on their retirement goals. Joy believes financial planning is a journey rather than a destination, and she leverages her own experience and the added expertise of her colleagues at Anchor to ensure clients receive the support they need regardless of where life takes them.

Joy returned to her hometown of Columbia and launched her career with Prudential soon after graduating from the University of Georgia in 1978. She spent the next 21 years of her career with Prudential and later established her own firm, Watkins Financial Group, LLC. After 16 years on her own she joined the team at Anchor in 2017 and regularly attends and presents at major conferences, strategic coaching events, and smaller engagements on the subject of financial planning. Joy feels compelled to share her knowledge and continue to grow in her career by learning from others.

Joy and her husband have two grown children, and she stays engaged in the community through Rotary, service on several boards, and involvement at Trenholm Road United Methodist Church where her family attends services. During time away from the office, she enjoys fitness activities, reading, cooking, and gardening.

Highlights

Professional & Community Notes

  • CERTIFIED FINANCIAL PLANNER ™️ Professional
  • Graduate of the University of Georgia
  • Camp Discovery Board Member
  • Member of the Rotary Club of Blythewood, SC
  • Life and Qualifying Member of MDRT
  • Member of the Financial Planning Association

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