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Anthony Watson

Advisor Details

Financial Advisor in Dearborn, Michigan with 27 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 334668

Chartered Financial Analyst (CFA)

Personal Bio

Before founding Thrive Retirement Specialists, Tony 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®)

Firm Name

Thrive Retirement Specialists

Firm Bio

Thrive Retirement Specialists is a retirement planning and investment management specialist dedicated to delivering a more thoughtful and strategic approach to retirement planning for those nearing or in retirement.  The wealth management industry is full of conflict of interest and inexperienced advisers that often leave people in sub-optimal retirement situations.  Thrive Retirement Specialists exists to do better.  We offer a single, flat-fee service entitled ThriveRetireTM that goes far beyond what has traditionally been known as retirement planning.  ThriveRetireTM is an engaging ongoing 8-step retirement planning process and investment management service that seeks to drive value through four main pillars:

  1. Optimized decision making and asset usage
  2. Rules-based (or Dynamic) withdrawal strategies
  3. Tax-efficient withdrawal coordination and asset management
  4. Low-cost index investing 

With every interaction, we seek to inform and serve, so our clients can safely trust their ThriveRetire™ plan and process, leaving each client with the confidence and peace of mind to live a vibrant and full life through retirement.

Advisor Type

RIA - Anthony Watson

Firm SEC Form ADV

Firm SEC/CRD #

310289

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Firm Logo

Education

University of Michigan - Ross School of Business
BBA in Finance
Duration: 1993 - 1997
Walsh College
MBA
Duration: 2003 - 2006

License(s)

N/A

Advisor SEC/CRD #

5682762

Research this Advisor:

Are you a Fiduciary?

Yes

Do you receive any commissions or fees based upon financial products that you provide to your clients?

No

Methods of Compensation

Fee-Only, Fixed Retainer Fee

Specialties

Preferred Client Type

Membership Associations

CFA Institute

Financial Planning Association (FPA)

National Association of Personal Financial Advisors (NAPFA)

Personal Blog

Disclaimer

Thrive Retirement Specialists is a fee-only, Registered Investment Adviser registered with the State of Michigan.

Contact:

3319 Greenfield Road
Dearborn, Michigan 48120

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