KERI WATTS

Executive Assistant and Insurance Operations Specialist

My name is Keri Watts and I am the Director of Operations at James River Wealth Advisors. My role is pivotal to the overall operations at James River. I will likely be the first to welcome you in our office and will ensure that you are comfortable and feel our friendly atmosphere. I also serve as the point person for all insurance servicing and work to ensure that clients have updated and accurate information on their policies at each review.

Outside of the office, I enjoy spending time with my husband, Brandon, and our five children who keep us busy with a variety of sporting events ranging from baseball to competitive cheerleading.

KERI WATTS
Director of Operations
Administrative Support, Operations

Bridging where you are to where you want to be through timeless financial advice / Contact us today to get started!

James River Wealth Advisors
15521 Midlothian Turnpike, Suite 100
Midlothian, VA, 23113

E: inquiry@jrwealth.com
P: (804) 323-0517

Securities offered through J.W. Cole Financial, Inc (JWC) Member FINRA/SIPC. Advisory Services offered through James River Asset Management LLC. James River Wealth Advisors and James River Asset Management LLC are unaffiliated entities of J.W. Cole Financial.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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