Lauren Watson, Cpa, Cfp®, Cpwa® Email & Phone Number

Lauren is a Director, Wealth Advisor at Cresset. Working with CEO founders, wealth creators, and families, she provides holistic wealth planning advice which begins with understanding her clients’ unique goals and needs. Bringing over a decade of experience, Lauren incorporates her deep knowledge of estate and wealth transfer strategy, tax planning, pre-and post-transaction planning, risk management, and investment management into the advice she provides to clients.Prior to joining Cresset, Lauren was a Partner and Senior Director of Advisory at Brightside Partners. Lauren also served as Director, Wealth Planner at PagnatoKarp in Reston Virginia, which merged with Cresset Capital, working with a national team advising CEO founders, wealth creators, and ultra-high-net-worth families on tax, estate planning, wealth transfer and gifting. Prior to her work at PagnatoKarp and Cresset Capital, Lauren was a Senior Advisor at WMS Partners, a regional RIA based in Towson Maryland. Lauren is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional) and has earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investments and Wealth Institute at the University of Chicago Booth School of Business. Lauren is also a member of the Washington DC and Montgomery County Estate Planning Councils.Lauren has been recognized as a Top Financial Advisor by Washingtonian Magazine (2022) and served on the George Mason University Financial Planning and Wealth Management Board. She is a member of the Association of Corporate Growth National Capital Chapter. She holds a Master of Accounting & Finance degree and a BA of Business Administration from Coastal Carolina University.