Audrey Watson-Atkinson

Audrey M. Watson-Atkinson
Senior Vice President Wealth Advisor Private Client Group Truist Bank

2520 Northwinds Pkwy

4th Floor,

Alpharetta, GA 30009-2200

Audrey.watsonatkinson@Truist.com

Phone 770-368-5831

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About me

Background

With three decades of experience, Audrey has partnered with successful individuals, families, and business owners to navigate complex financial decisions. Audrey is known for taking a consultative and relationship-driven approach, helping clients develop comprehensive strategies designed to help grow, and transfer wealth while remaining aligned with their personal values and long-term aspirations. Leveraging Truist's broad range of resources and specialists, Audrey helps clients navigate business planning, lending solutions, investment management, risk mitigation, and legacy planning with a coordinated and personalized approach. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.S. Business Administrative Studies
York University

Personal Interests

Audrey lives in Gwinnett County with her husband and two children. Outside of work, Audrey enjoys international travel, which allows her to experience new cultures, cuisines, and perspectives. She is passionate about staying active through fitness and is an avid reader. Audrey also enjoys entertaining family and friends, often bringing people together through home-cooked meals, baking, and special celebrations. Committed to giving back, Audrey dedicates time to volunteering within the community and supporting organizations that make a positive impact.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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