Lauren Watson
Director, Wealth Advisor
- Role
- Director, Wealth Advisor at Cresset
- Location
- Reston, VA, US
- LinkedIn followers
- 500 followers
About Lauren Watson
Lauren is a Director, Wealth Advisor at Cresset. Working with CEO founders, wealth…
Experience
Director, Wealth Advisor
Jun 2024 — Present · Reston, VA, US
As Director, Wealth Advisor at Cresset, Lauren brings over a decade of experience in pre-transaction planning, estate and wealth transfer strategy, tax strategy, and investment management, providing comprehensive wealth planning advice to CEO founders, wealth creators, and families.Recognized as a Top Financial Advisor by Washingtonian Magazine (2022), Lauren is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ (CFP® Professional) and holds the Certified Private Wealth Advisor® (CPWA®) designation from the Investments and Wealth Institute at the University of Chicago Booth School of Business. She is also a member of the Washington DC and Montgomery County Estate Planning Councils and the Association of Corporate Growth National Capital Chapter.Before joining Cresset, Lauren was a Partner and Senior Director of Advisory at Brightside Partners. Prior to that, Lauren served as Director, Wealth Planner at PagnatoKarp-Cresset in Reston Virginia, where she advised CEO founders, wealth creators, and ultra-high-net-worth families on sophisticated tax, estate, wealth transfer, and risk management strategies. Prior to joining PagnatoKarp-Cresset in 2019, Lauren served as a Senior Advisor at WMS Partners, based in Towson Maryland.She holds a Master of Accounting & Finance degree and a BA of Business Administration from Coastal Carolina University. Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
Education
Keller Graduate School of Management of DeVry University
Graduate Certificate in Accounting, Accounting
2009 — 2011
Coastal Carolina University
Bachelor of Science (BS), Business Administration and Management, General
2000 — 2003
Keller Graduate School of Management of DeVry University
Masters of Accounting & Financial Management, Accounting and Finance
2009 — 2013
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