Joseph Ladner, Financial Advisor

FINANCIAL ADVISOR
Joseph Ladner

CFP®, ChFC®, CEPA®, SE-AWMA®
2418 Congress Pkwy S #2, Athens, TN 37303opens in a new window
New Client Waitlist
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Professional Athletes
  • Professional Entertainers
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • SE-AWMA®

    Sports and Entertainment Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Health & Nutrition
  • Personal Fitness

Team Members

  • Mary Roberts
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri Closed
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(423) 746-5975

Fax

(855) 205-5209

Office Address

2418 Congress Pkwy S #2
Athens, TN 37303opens in a new window

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