Les Watson is a Managing Director and the Co-Founder of YellowWood Wealth Solutions, LLC. After years of building their team at Merrill Lynch, he and Jason Rericha sought to start their own firm focused on helping their clients use their financial resources to live the best life possible. Les Watson is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner (CFP®) Board of Standards, Inc. He has also earned the Certified Investment Management Analyst® (CIMA®) designation. In addition, Les has earned his Certified Private Wealth Advisor® (CPWA®) designation by the Investments & Wealth Institute™ (The Institute), which identifies financial advisors who work with high net worth clients on the lifecycle of wealth.
Prior to YellowWood, Les worked as a Wealth Management Advisor at Merrill Lynch and Financial Advisor at A.G. Edwards where he built a robust financial services practice by focusing on the individual needs of clients.
Les has taught the CERTIFIED FINANCIAL PLANNER™ (CFP®) course at Queens University and the University of North Carolina at Charlotte. He and his wife, Robyn, live with their daughter, Taylor, in Concord, North Carolina. Les enjoys spending time with his family, loves CrossFit and is a passionate Virginia Tech Hokie fan.
Jason Rericha is a Managing Director and the Co-Founder of YellowWood Wealth Solutions, LLC. After years of building their team at Merrill Lynch, he and Les Watson sought to start their own firm focused on helping their clients use their financial resources to live the best life possible. Jason has earned the Chartered Retirement Planning CounselorSM (CRPC®) designation.
Jason has worked in the financial services industry since 2007. Prior to YellowWood, he was a Senior Financial Advisor at Merrill Lynch and led the new advisor training program in Charlotte. He began his career at Stifel Nicolaus where he was a Senior Financial Analyst in their Investment Banking group. In that role, he worked hand in hand with company executives to analyze and execute corporate strategies such as acquisitions, divestitures, raising capital, and core operations.
Jason earned his bachelor's degree from Miami University and a master's degree from Case Western Reserve University. He currently resides in the Southpark area of Charlotte, North Carolina with his wife, Gabrielle, and Golden Retriever, Fitzgerald.
Prior to joining YellowWood, Shari worked as a Senior Registered Client Associate at Merrill Lynch. She has a great deal of experience working at other firms within the industry for over 20 years. Shari is fully licensed and has extensive administrative and client service experience. As a member of the YellowWood team, Shari provides clients with the high level of service they deserve.
Shari lives in Harrisburg, North Carolina with her husband, Paul, and twin boys, Sean and Michael, and enjoys being involved in community fundraisers for various charities.
With over 18 years of experience in customer service, Kelly McKinley enjoys interacting with YellowWood clients on a daily basis. She also provides support for client accounts and portfolios, sets up new accounts, and works with clients to educate them on YellowWood services and capabilities.
Kelly lives in Charlotte, North Carolina with her husband, John, and their two sons. During her free time, Kelly enjoys playing tennis and fantasy football, as well as volunteering and traveling.