Lauren Watson, CPA, CFP®Client Advisor


As a Client Advisor and member of the advisory and advanced planning teams, Lauren’s strengths include wealth and retirement planning. Lauren works closely with clients to create comprehensive long term plans using her background in tax, risk management and estate planning.

Lauren is a CERTIFIED FINANCIAL PLANNER™ (CFP) practitioner, a Certified Public Accountant, CPA, and has a Bachelor of Science degree in Business Administration from Coastal Carolina University. She graduated with honors and was also inducted into the Phi Sigma Tau Honor Society for Philosophy. Lauren holds a Master in Accounting and Financial Management degree.

What made you decide to pursue a career in wealth management?

When I started working on my master’s degree, my goal was to work strictly in tax.  Shortly after, I began working at a wealth management practice and it didn't take very long to realize what a profound impact our services and knowledge can have on an individual and their family.  I found that wealth management is truly where my passion is and my degree and CPA license are great tools.

What do you love to do outside of work?

I love to be active, especially if it involves being outdoors.  This includes hiking, biking, running, and even being in the gym.  I also love the time I spend with my daughter and husband playing golf.

On a professional level, what is your biggest accomplishment?

Completing my master’s degree and the CPA exams as a working parent.  Taking time out and away from my daughter to complete these was not always easy, but I think it is important for her to see how hard work can be fulfilling and ultimately pay off.

What can't you stop talking about?

Great Food!  I love hearing about new restaurants and sharing experiences with others.  Some of my favorite Baltimore restaurants include The Helmand and Peter’s Inn.  My husband and I both enjoy ethnic food and love trying different restaurants.

What is the most influential book you've ever read?

The Bhagavad Gita.  The concepts in the book are universal.  Every action and thought has a reaction, either positive or negative.  So why not strive for the positive?