About the Author

Christy L. Watkins, CFA

Administrative Vice President and Senior Investment Advisor

Christy is responsible for developing customized investment portfolios for her clients based on their unique parameters for risk, return, liquidity, and other factors. After taking the time to listen to each of her client’s objectives and to understand any tax, legal, and personal considerations, she then structures a diversified portfolio in keeping with the client’s asset allocation plan. Christy continually monitors and periodically rebalances her clients’ portfolios to reflect their evolving needs and to pursue new investment opportunities.

Prior to joining the Investment Management team, Christy served as a trust accountant in the Tax Department at Wilmington Trust. Her experience in taxation allows her to construct portfolio rebalancing strategies utilizing a tax-advantaged approach.

Christy holds a bachelor’s degree in finance from the University of Delaware, where she graduated magna cum laude. She is a CFA® charterholder, a member of the CFA Institute, and a member of the CFA Society Philadelphia, where she serves on the Women’s Advisory Council. Christy volunteers her time with Meals on Wheels.

By the Author

COVID-19, Your Divorce, and Your Financial Future

William T. Bennett, CFA and Christy L. Watkins, CFA |
Wealth Planning
Great concept of divorce in quarantine due to the 2019 coronavirus pandemic. Face mask cut in half with wedding rings.

The long-term impacts of the COVID-19 pandemic are numerous and far-reaching. It will likely take time to fully comprehend how much everyday life has changed since March 2020. From doorstep grocery delivery to virtual meetings, there are positive and negative aspects to which individuals are still adjusting. After living in close quarters through quarantine, it may come as no surprise that many marital partners are considering divorce.


Women & Investing: A Stronger Grip on Their Financial Futures

Christy L. Watkins, CFA and Meghan Shue |
Investment Management

The power of the purse is increasing at an unprecedented pace. A third of the world’s financial assets is now under the control of women. From 2016 to 2019, they accumulated wealth at a compound annual growth rate of 6.1%. Over the next four years, that rate will accelerate to 7.2%—adding $5 trillion more annually to the global wealth pool, according to a comprehensive global study.


Negotiating the Best Financial Settlement for Your Divorcing Clients

Christy L. Watkins, CFA |
Wealth Planning

The only way to ensure the financial settlement request is truly successful is to have a holistic view of your client’s entire financial picture, not just the settlement amount.As a divorce attorney, you have a unique opportunity during the divorce process to set up your client for future financial independence and success.Having the right data and a holistic view of your divorcing client’s financial picture are crucial in achieving an advantageous settlement.