Anthony Watson, Cfa, Cfp®, Ricp®

Anthony Watson, Cfa, Cfp®, Ricp® Email and Phone Number

Co-Founder and Flat-Fee Retirement Advisor @ Thrive Retirement Specialists
Detroit, MI, US
Anthony Watson, Cfa, Cfp®, Ricp®'s Location
Detroit Metropolitan Area, United States
Anthony Watson, Cfa, Cfp®, Ricp®'s Contact Details

Anthony Watson, Cfa, Cfp®, Ricp® work email

Anthony Watson, Cfa, Cfp®, Ricp® personal email

About Anthony Watson, Cfa, Cfp®, Ricp®

Planning for retirement can be one of the most exciting, but also one of the most overwhelming times of your life. As retirement specialists, our job is to help you plan for AND live a more rewarding life in retirement.⭐ How?Through our innovative model of financial planning that applies the latest retirement research to deliver “reality-based” retirement planning. ⭐ Why? Because conventional retirement planning fails to deal with the ebbs and flows of real life.We help you avoid unnecessary sacrifices that are often a result of following conventional “rules of thumb” intended for the masses. ⭐ The result?Living a more rewarding life optimized for financial security and contentment.➡️ Our all-in-one, flat-fee service includes:• Retirement Planning• Tax Planning• Investment Management• And more!With decades of experience in guiding clients through these uncertainties, we’re here to help you move from merely surviving to thriving in your retirement journey.Simply send me a DM to connect or visit www.thriveretire.com for more info.----⭐⭐⭐⭐⭐I learned more in my 3 pre meetings than the several years I have spent educating myself. I am so excited about their methodology and process of creating financial security and health. Looking forward to a long relationship together. Anthony is the best! – Tracy G.⭐⭐⭐⭐⭐One saves for retirement for years but when it comes to retiring and using this savings it is not so easy. Tony helped us set up a plan and helped us though this difficult process. He is aware of so many opportunities that we can take advantage of to enhance our portfolio and ensure we don’t run out of money. – Diana W.

Anthony Watson, Cfa, Cfp®, Ricp®'s Current Company Details
Thrive Retirement Specialists

Thrive Retirement Specialists

View
Co-Founder and Flat-Fee Retirement Advisor
Detroit, MI, US
Website:
ThriveRetire.com
Employees:
2
Anthony Watson, Cfa, Cfp®, Ricp® Work Experience Details
  • Thrive Retirement Specialists
    Co-Founder And Flat-Fee Retirement Advisor
    Thrive Retirement Specialists
    Detroit, Mi, Us
  • Thrive Retirement Specialists
    Co-Founder & Flat-Fee Retirement Advisor
    Thrive Retirement Specialists 2020 - Present
    Detroit Metropolitan Area
  • Portfolio Solutions, Llc
    Chief Investment Officer
    Portfolio Solutions, Llc 2012 - 2020
    Troy, Mi
    Provided advice and investment management services to over 600 individuals representing at the time over $1.5 billion of investments, served as chairman of the firm's investment committee, and provided education and support to the firm's financial advisors.
  • J.P. Morgan Private Bank
    Vice President
    J.P. Morgan Private Bank 2009 - 2012
    Advised high and ultra-high net worth clients on all matters of wealth including investments, portfolio construction, portfolio management, and retirement planning.
  • Arvinmeritor
    Senior Finanical Analyst - Treasury And Investor Relations
    Arvinmeritor 2006 - 2009
  • Charter One Bank
    Senior Officer
    Charter One Bank 2004 - 2005
  • National City Bank
    Assistant Vice President
    National City Bank 2001 - 2004
  • Old Kent Bank
    Banking Officer
    Old Kent Bank 1999 - 2001
  • Old Kent Bank
    Senior Credit Analyst
    Old Kent Bank 1997 - 1999

Anthony Watson, Cfa, Cfp®, Ricp® Skills

Portfolio Management Finance Investments Financial Analysis Financial Planning Strategic Financial Planning Financial Modeling Loans Credit Financial Risk Asset Allocation Wealth Management Business Development Team Leadership Equities Asset Management Strategic Leadership Trading

Anthony Watson, Cfa, Cfp®, Ricp® Education Details

Frequently Asked Questions about Anthony Watson, Cfa, Cfp®, Ricp®

What company does Anthony Watson, Cfa, Cfp®, Ricp® work for?

Anthony Watson, Cfa, Cfp®, Ricp® works for Thrive Retirement Specialists

What is Anthony Watson, Cfa, Cfp®, Ricp®'s role at the current company?

Anthony Watson, Cfa, Cfp®, Ricp®'s current role is Co-Founder and Flat-Fee Retirement Advisor.

What is Anthony Watson, Cfa, Cfp®, Ricp®'s email address?

Anthony Watson, Cfa, Cfp®, Ricp®'s email address is an****@****ons.com

What schools did Anthony Watson, Cfa, Cfp®, Ricp® attend?

Anthony Watson, Cfa, Cfp®, Ricp® attended University Of Michigan - Stephen M. Ross School Of Business, Walsh College.

What skills is Anthony Watson, Cfa, Cfp®, Ricp® known for?

Anthony Watson, Cfa, Cfp®, Ricp® has skills like Portfolio Management, Finance, Investments, Financial Analysis, Financial Planning, Strategic Financial Planning, Financial Modeling, Loans, Credit, Financial Risk, Asset Allocation, Wealth Management.

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