---
title: "Anthony Watson | Financial Advisors"
description: "Anthony Watson at Thrive Retirement Specialists. Before founding Thrive Retirement Specialists, Tony spent eight years serving as the Chief Investment…"
url: https://financialadvisors.com/advisors/anthony-watson/
---

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![Anthony Watson](https://financialadvisors.com/wp-content/uploads/2023/06/2102111613047967WatsonAnthony.jpg)

# Anthony Watson

Thrive Retirement Specialists

investment

Certified Financial Planner Chartered Financial Analyst N/A

Email Advisor

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## About

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 Information

![Thrive Retirement Specialists logo](https://financialadvisors.com/wp-content/uploads/2023/06/2102111613048425THRIVE_VT1.png)

Firm Thrive Retirement Specialists

Position Founder and President

Agency Type ria

Firm CRD# 310289

About Firm

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 ThriveRetire TM that goes far beyond what has traditionally been known as retirement planning. ThriveRetire TM is an engaging ongoing 8-step retirement planning process and investment management service that seeks to drive value through four main pillars:

- Optimized decision making and asset usage

- Rules-based (or Dynamic) withdrawal strategies

- Tax-efficient withdrawal coordination and asset management

- 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.

Firm Location

## Professional Details

Advisor CRD# 5682762

Fiduciary Yes — acts in your best interest

Compensation Fee-Only • Fixed Retainer Fee

Designations

Certified Financial Planner Chartered Financial Analyst N/A

Licenses

Other

## Investment Information

SEC Form ADV [View Form ADV →](https://financialadvisors.com/wp-content/uploads/2023/06/2104211619024538FormADVPart2AB-FirmBrochure.pdf)

## Company Profile

Company Size

Est. 1997

Resources

[Blog →](https://thriveretire.com/knowledge-center)

## Practice Focus

Specialties

- Retirement Planning 60%

- Portfolio Management 40%

Preferred Client Type

- Baby Boomers 25%

- Gen X 25%

- High Net-Worth Individuals 25%

- Retirees 25%

## Education

Education

**University of Michigan - Ross School of Business**

**Walsh College**

## About Me

Community Involvement CFA Institute, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

### Contact Information

Email Advisor

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[(313) 879-2019](tel:3138792019)

Address 3319 Greenfield Road, Dearborn, MI, USA

### At a Glance

Founded 1997

### Links

[Website](https://www.thriveretire.com/) [SEC Form ADV](https://financialadvisors.com/wp-content/uploads/2023/06/2104211619024538FormADVPart2AB-FirmBrochure.pdf) Form CRS Not provided

[BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/5682762)

### Connect

[LinkedIn](https://www.linkedin.com/in/anthonywatsoncfacfp)

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