BIO

Joseph Waters, MBA 

Financial Planning Specialist

As a Financial Planning Specialist, Joseph brings a disciplined mindset, competitive drive, and deep commitment to helping clients navigate their financial journeys. He holds an undergraduate degree in Business Administration and Data Analysis with a focus in Financial Planning from Liberty University, and has an MBA from Lindenwood University.

Professionally

Joseph is SIE Certified and has completed the CFP® Board Registered curriculum, building a strong foundation to support the team’s wealth planning strategies. Growing up around the industry sparked his early passion for the field, and he is eager to apply his analytical background to help clients build their vision of a wealthy life.

Personally

Born in Nashville and raised in Franklin, TN, where he still resides, Joseph values strong local roots and community connection. As a former Division 1 student-athlete who played baseball, he brings a team-first mentality and a strong work ethic to everything he does.

When he is away from the office, you will likely find Joseph fishing, golfing, staying active, or spending time with family and friends exploring everything the Nashville and Franklin areas have to offer.