Mr. Waters started in the financial services industry in 1999 immediately after earning his Bachelors of Science in Personal Finance from The Ohio State University. He holds Series 7, 63, and 65 registrations and is licensed to sell life, health, and long-term care insurance.
Mr. Waters excelled at both AXA Equitable and Raymond James before joining Triumph Capital Management. He manages wealth for individuals, corporations, and nonprofit institutions.
Mr. Waters employs technology to offer modern, cost-efficient portfolios and utilizes select leading institutional money managers for individuals and families in virtually all phases of wealth accumulation, from modest to high-net-worth clients.
CO License #162859