Shannon Watson

Account Specialist at GW & Wade LLC - Wellesley, MA, US

Shannon Watson's Contact Details
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781-239-1188
Location
Company
GW & Wade LLC
Shannon 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 Shannon Watson
Shannon Watson currently works for GW & Wade, LLC.
Shannon Watson's role at GW & Wade, LLC is Account Specialist.
Shannon Watson's email address is ***@gwwade.com. To view Shannon Watson's full email address, please signup to ConnectPlex.
Shannon Watson works in the Financial Services industry.
Shannon Watson's colleagues at GW & Wade LLC are Faye Hark, John LeVangie, Margaret Watson, Lynn Porter, Marissa Malone, Chris Bertetta, Deborah Thomas and others.
Shannon Watson's phone number is 781-239-1188
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