Boston - One Boston Place

Margaret Watson

CPA, CFP®

Wealth Advisor

201 Washington St, 11th Floor
Boston, MA 02108

Margaret Watson

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Margaret Watson

Professional Certifications

  • CPA – Certified Public Accountant
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional

About Margaret

About Margaret

Margaret (Maggie) counsels clients on a wide range of wealth management and investment advisory services. She also supports a team of financial counselors to provide financial planning, investment management, and tax planning services to high-net-worth clients, families, and corporate executives.

Outside of the office, Maggie enjoys running, cooking, and spending time with family and friends.


Education and Professional Milestones

- Boston College – bachelor’s degree in finance and accounting
- Has held financial services roles, first for Deloitte and then for GW & Wade, LLC