As a financial advisor in Athens, I am very fortunate to get to do what I love while making a significant impact in a positive and tangible way in my clients' lives. Looking out for our clients' best interest is the heartbeat of our branch and our number one concern.
The first question I ask my clients is, "what brings you joy in life?" That's the basis for a personalized financial strategy that is uniquely tailored to each client's needs.
What brings me joy is my beautiful family, church and my community. My wife, Kelcy, and our children (Shawn, Elias, and Reagan) attend Ascension Life Church in Athens. Our other areas of involvement and interest include golfing, kayaking, traveling and local community groups that are important us.
I am a graduate of Bryan College with a Bachelor of Science in human resources and finance, as well as a Master of Business Administration in marketing.
Whether you're planning for retirement, developing an estate strategy or just trying to protect the financial future of your loved ones, we'll work together to develop specific strategies to help you achieve your goals and monitor your progress together to help you stay on track. We're not only dedicated to providing you the best in client service but in building life-long relationships.
Alongside my local office team are thousands of people and advanced technology support working from our home office to ensure you receive the most comprehensive guidance. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive team that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
As an Edward Jones financial advisor, I understand and take seriously the high responsibility I have to care for your financial well-being and future, and I thank you for the opportunity to do so.
I look forward to working with you soon!
- Wealth Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Office Address102 North White St
Athens, TN 37303
Phone NumberJoseph Ladner at (423) 745-9100
|Mon||By Appointment Only|
|Tue||By Appointment Only|
|Wed||By Appointment Only|
|Thu||By Appointment Only|
|Fri||By Appointment Only|
|Sat||By Appointment Only|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More