Margaret Watson

Associate Financial Advisor at GW & Wade LLC - Wellesley, MA, US

Margaret Watson's Colleagues at GW & Wade LLC
Lynn Porter

Receptionist

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Marissa Malone

associate

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Chris Bertetta

Associate Financial Advisor/Tax Accountant

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Deborah Thomas

Cna

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Eric Berquist

Associate

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Katherine Scully

Account Specialist

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Kris Gosselin

Senior Executive Assistant

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Margaret Watson's Contact Details
Email (Verified)
***@gwwade.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
781-239-1188
Location
Company
GW & Wade LLC
Margaret Watson's Company Details
GW & Wade LLC logo, GW & Wade LLC contact details

GW & Wade LLC

Wellesley, MA, US • 100 - 249 Employees
Financial Services

GW & Wade is an independently managed financial advisory firm with $10.5 billion of assets under management*. Its offices are located in Greater Boston, Silicon Valley, and Metro D.C. For over 35 years, GW & Wade has served successful individuals and their families, providing expertise in tax, investment management, retirement and estate planning. GW & Wade is an industry-leading financial adviser, focusing on clients who require holistic investment planning.GW & Wade also provides personal financial counseling for the executive management teams of public and private companies. Investment Advisory services offered through GW & Wade, LLC. *Assets as of 12/31/21

Financial Planning Financial Counseling Wealth Management Personal CFO Tax Planning Investment Management Estate Planning Retirement Planning Philanthropic Services 401(k) Services Stock Option Planning Asset Management Financial Services Financial Advisory Services
Details about GW & Wade LLC
Frequently Asked Questions about Margaret Watson
Margaret Watson currently works for GW & Wade, LLC.
Margaret Watson's role at GW & Wade, LLC is Associate Financial Advisor.
Margaret Watson's email address is ***@gwwade.com. To view Margaret Watson's full email address, please signup to ConnectPlex.
Margaret Watson works in the Financial Services industry.
Margaret Watson's colleagues at GW & Wade LLC are Lynn Porter, Marissa Malone, Chris Bertetta, Deborah Thomas, Eric Berquist, Katherine Scully, Kris Gosselin and others.
Margaret Watson's phone number is 781-239-1188
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