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Patricia Watson

Patricia Watson
Wealth Advisor Truist Bank

496 High St

Morgantown, WV 26505-5529

PLWatston@Truist.com

Phone 304-285-2361

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About me

Background

I am a Wealth Advisor with Truist Bank offering clients more than 25 years of financial services, retirement planning, and investment management experience. With a strong fiduciary background, I serve as a trusted advisor for my clients’ personal needs. I work with multi-generational families, individuals, and private family foundations to grow, preserve, and help protect their wealth.

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.
West Virginia Wesleyan College 1987 1991
M.A.
West Virginia University 1992 1995
Campbell University Trust School 2006

Personal Interests

I serve on the board of directors and finance committee of and am the current planned giving committee chair for The Foundation of Monongalia General Health Systems. I am an active hospital auxiliary supporter and a member of the North Central West Virginia Estate Planning Council.

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

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

  • 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

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