Advisor Details

Advisor Details

Financial Advisor in Dearborn, Mi with 24 Year(s) of Experience

Professional Designations

Certified Financial Planner (CFP) - 334668

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Chartered Financial Analyst (CFA)

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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.

Firm SEC/CRD #

310289

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BROKER CHECK
SEC

NASAA

Firm Logo

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Education

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

License(s)

N/A

Advisor SEC/CRD #

5682762

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Contact:

3319 Greenfield #148
Dearborn, Mi 48120

awatson@thriveretire.com

(313) 879-2019

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