Margaret Rose Watson

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 05/2021
  Gw & Wade, Llc
  Wellesley, MA
• 09/2017 → 05/2019
  Deloitte & Touche, Llp
  Boston, MA
• 09/2013 → 05/2017
  Boston College
  Boston, MA
• 06/2017 → 08/2017
  Unemployed
  Hingham, MA
• 05/2021 → 02/2023
  The Colony Group, Llc
  Boston, MA
• 07/2024 → Present
  Focus Partners Wealth, Llc
  Boston, MA
• 02/2023 → 07/2024
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2019-08-29 → 2021-04-30
  Gw & Wade, Llc
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-29

Designations

• Certified Financial Planner

Other Names

• Maggie Watson