The “CommonSense InvestSense” blog is a project of InvestSense, LLC, an investment education company located in Alpharetta, Georgia. The Founder and CEO/Managing Member of InvestSense is James W. Watkins, III. Mr. Watkins is an honors graduate of Georgia State University and a graduate of the University of Notre Dame Law School. He has held various financial planning and securities compliance related positions, including serving as Director of Financial Planning Quality Assurance for AXA Advisors, a division of the Equitable Life Assurance Company, and Director of the Peer Review Department at the Certified Financial Planner Board of Standards.
Mr. Watkins has earned the ACCREDITED WEALTH MANAGEMENT ADVISORSM designations from the College of Financial Planning. He is a member of the Fiduciary Section of the State Bar of Georgia and has extensive experience in fiduciary law, investment adviser/securities/ERISA law, financial planning, wealth management planning, retirement planning and estate planning.