Our Team

Jack Watkins

President

Jack is the founder and principal of Watkins Financial and Insurance Professionals, a comprehensive financial planning firm in North Andover, MA.

Jack began his financial career in 1991 after working in the ski industry for 20 years. He has achieved consistent success over the last 27 years, partly because of his relationship-centered approach. With his focus on helping clients transition from working years to retirement years, he has grown a multi-state practice to be able to follow clients wherever life may take them.

As a long-term Financial Advisor in the insurance and financial services industry, Jack has earned numerous awards in his successful career. He is a Life and Qualifying Member of the Million Dollar Round Table* and Court of the Table* earning the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Registered Employee Benefits Consultant (REBC®) designations from the American College

In his free time, Jack enjoys golfing, boating, fishing, and soaking up the sun on the beach.

*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

E-mail jackw@watkinsfinancial.net

Disclosure

Jack Watkins is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0E33958), CT, FL, IN, MA, ME, NH, NY, OH, PA, RI, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Jack Watkins is licensed and authorized to offer insurance in California, but WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. may not be. For additional information on California licensure status, please click here.

Jack Watkins is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, Watkins Financial And 30 Massachsuetts Ave Ste 305, North Andover, MA, 01845, 978-682-3147. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, GA, MA, ME, NH, NY, PA, SC, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Jack Watkins is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, FL, GA, MA, ME, NH, NY, PA, SC, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither WATKINS FINANCIAL AND INSURANCE PROFESSIONALS, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​