Margaret Watson, CPA, CFP®

Wealth Advisor

Boston, MA
Client Specialty

Business Owners

Focus Areas

Tax Planning
Investment Strategies
Multi-Generation Planning

Maggie is a Wealth Advisor at The Colony Group. She supports a team of financial counselors providing a wide range of wealth management and investment advisory services to high net worth individuals, families and corporate executives.

Maggie is a CERTIFIED FINANCIAL PLANNER™ practitioner and is licensed as a Certified Public Accountant in Massachusetts. She earned a Bachelor of Science in Finance and Accounting from Boston College.

Prior to joining The Colony Group, Maggie was an Associate Financial Advisor at GW & Wade, LLC. She was also an Audit Associate at Deloitte. Outside of the office, Maggie enjoys running, cooking, and spending time with family and friends.