Lauren P. Watson, CPA, CFP®
Director, Wealth Planning
Lauren Watson, CPA, CFP® is Director, Wealth Planning advising CEO Founders, wealth creators, and ultra-high-net-worth families with holistic wealth management. Areas of focus include lifestyle funding and cash flow analysis, tax planning, estate planning, risk management, and charitable planning. Lauren draws on broad planning expertise and True Fiduciary® standards to deliver comprehensive advice in your best interest, aimed at your total financial wellbeing. Using digital tools and custom planning techniques, she provides data-driven clarity to help navigate opportunities and simplify challenges.
Lauren is a Certified Public Accountant and CFP® Professional with nearly a decade of experience advising families on complex tax, investment and wealth planning strategies. Previously, Lauren was a Senior Client Advisor at WMS Partners where she guided high-net-worth families through complex financial planning.
In the community, Lauren is a champion of financial education for young adults, supporting the efforts of Junior Achievement of Central Maryland. She also supports the Women’s Giving Circle of Howard County, sharing in their mission to shape the future of women and girls in the community. Professionally, Lauren is a member of the Howard County Estate Planning Council and the Baltimore Women Leaders in Tax and Finance.
Lauren earned a Bachelor of Science degree in Business Administration from Coastal Carolina University and holds a Masters of Accounting & Financial Management. Lauren resides in Eldersburg, Maryland with her husband, Tom, and children.