Chadwick (Chad) Watson is a partner of Charter Financial Group (CFG), a private financial planning services firm assisting clients from its Annapolis, MD; Salisbury, MD; and Houston, TX offices. He is based out of the firm’s Annapolis office.
Chad is registered with Lincoln Financial Advisors Corp., a division of Lincoln Financial Group, a Fortune 500 registered investment advisement company that has been a leader in financial planning in the United States for more than 50 years. He is a lifetime member of The Resource Group (TRG), an invitation-only, nationwide network of the top 200 planners within Lincoln Financial Advisors.
With nearly 30 years of experience in the financial planning industry, Chad specializes in providing comprehensive financial planning, risk management, business succession planning, and employee benefits solutions. Chad’s clientele ranges from nationally recognized executives, small business owners, professional athletes, physicians and surgeons. His commitment to the financial planning industry is shown by his hiring, recruitment and mentorship of a dozen financial planners who are recognized industry leaders.
Outside of his professional sphere, Chad serves on the board of the Clapham Institute, a not for profit organization aimed at mentoring individuals and businesses. Chad also serves on the board of Red, White and Cure, a non for profit focused on defeating childhood diseases by improving survival rates, patient care, research and family support.
Chad is a 1988 graduate of the United States Naval Academy, the Navy Supply Corps School (1989) and served honorably until he left the service as a disabled veteran in 1991. Chad serves as a trustee to the United States Naval Academy Foundation and is a member of USNA’s Presidents Circle and Robert Means Thompson Society (planned and legacy gifting).
Chad resides in Severna Park, MD with his childhood sweetheart and bride, Tricia, and their four children, Adelaide (Belmont University 2013), Chandler (Indiana University 2015), Graham (University of Maryland, Smith School 2018), and Gabrielle (Auburn University 2020).
Chadwick Watson is a Registered Representative of Lincoln Financial Advisors. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.
CRN-2700444-082319