Anthony Watson (CFA, CFP®, MBA)

Anthony Watson focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Prior to founding Thrive Retirement Specialists, Anthony Watson spent eight years serving as the Chief Investment Officer of a firm where he provided advice and investment management services to over 600 individuals representing at the time over $1.5 billion of investments. Before this, Tony served as Vice President at J.P. Morgan Private Bank, where he advised high- and ultra-high net worth individuals on all matters of wealth, including investments, portfolio construction, portfolio management, and retirement planning. Tony lives in Dearborn, Michigan, with his wife Dawn and daughters Emma and Anna. Education: -- Bachelor of Business Administration in Finance from Walsh College -- Master of Business Administration from the University of Michigan, Ross School of Business Credentials: -- Chartered Financial Analyst (CFA) -- Certified Financial Planner (CFP®)

Additional Information

We exist because the wealth management industry, with its sea of salespeople, inexperienced advisors, and narrow focus on investments, often leaves retirees in less than optimal retirement situations by failing to account for the Big Five Retirement Risks™ and all retirement assets, tools and tactics that may be available. As a result, many people end up sacrificing higher potential quality of life during retirement, and this is something we are committed to changing. Our approach is advanced, our client-adviser relationships are collaborative, and our mission to help you make the most of your one and only retirement is focused.

NAPFA Start Date

December 18, 2020

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This Office

3319 Greenfield #148 Dearborn, MI 48120 Phone: (313) 879-2019