Jackson Watson, CFA, CFP®

Senior Wealth Advisor

Jackson Watson, CFP® Wealth Advisor

As a Vermont native, Jackson technically learned to walk before he started skiing, although it was not by much. Both skills proved critical to his future athletic endeavors as he went on to play soccer, hockey, and tennis for Deerfield Academy, captaining both the soccer and tennis teams, and his natural affinity for being on the slopes has led to a lifelong passion. Jackson continued his pursuits at Middlebury College where he played on the Men’s Soccer Team and earned his BA in Economics.

Jackson’s interest in Economics and how it relates to financial markets brought him to Heritage, where he interned in the summer of 2018. Upon graduation, Jackson joined Heritage as a full-time Paraplanner supporting multiple wealth management teams. Now as a Senior Wealth Advisor, Jackson works with Sammy Azzouz and Kenzie Ferris to conduct client review meetings and service the financial planning and wealth management needs of their client base. He collaborates with clients’ other trusted advisors and coordinates the resources of Heritage’s centralized client service, investment, and financial planning teams.

Jackson is a CFA® charter holder and a CERTIFIED FINANCIAL PLANNER™ professional who prides himself on always acting in clients’ best interests. When he’s not on a mountain, Jackson continues to follow all New England sports, but reserves his true fandom for the UK football’s Manchester United.