Lauren Watson brings nearly a decade of experience advising families on complex tax, investment and wealth planning strategies.
PagnatoKarp welcomes Lauren Watson, CPA, CFP® as Family Wealth Strategist for PagnatoKarp’s Family Office. Lauren advises 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 neearly a decade of experience advising families on complex tax, investment and wealth planning strategies. Prior to joining PagnatoKarp, 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. Currently, Lauren resides in Eldersburg, Maryland with her family.
With over $4.5 billion assets under advisement¹, PagnatoKarp specializes in Intelligent Wealth Management™ for CEO Founders, wealth creators and ultra-high-net-worth families. Frequently ranked on top financial advisor lists by Barron’s and Forbes, and a Virginia Best Place to Work¹, PagnatoKarp's goal is to simplify and elevate your life so you have more time to spend on what matters to you most.
Experience Intelligent Wealth Management™ to help streamline your life with high-touch sophistication, expert advice and transparency.
Family Office Fusion of portfolio, tax, legal, planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.