Chris Watson, CFP®, CDFA®

Senior Wealth Advisor, Director

Burlington, MA

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Designations

  • CERTIFIED FINANCIAL PLANNER® professional1
  • Certified Divorce Financial Analyst

 

Work Experience

  • Joined MAI in 2023 as a member of MAI’s WAS Services
  • Previously a Wealth Advisor for The Colony Group responsible for providing comprehensive wealth management services to high-net-worth families and individuals including financial planning, investment management, and estate and tax planning
  • Worked for John Hancock Investments where he consulted with financial advisors on portfolio construction and behavioral finance

 

Life Outside of MAI 

  • Born and raised in the Boston area
  • Currently resides on the South Shore of Massachusetts with his wife, two children, and their rescue dog

 

Education

  • Boston College, Bachelor of Arts in English

 

1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

We look forward to learning about your financial goals.

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