Working with motivated, high achieving individuals and families to overcome financial complexity by developing clear, straightforward strategies to help navigate all aspects of their financial well-being so they can focus on what is most important to them is what my team is most passionate about.
My focus is to help maximize my client's wealth by creating life-long meaningful relationships with professional wrestlers and athletes, early retirees, entertainment professionals and business owners to help them organize, build, protect and transfer their legacies so they can live a purposeful life.
Since joining Edward Jones in 2018, I’ve been dedicated to keeping up with the most current investment and planning strategies and have earned the CERTIFIED FINANCIAL PLANNER™ and Accredited Asset Management Specialist™ certifications. I have partnered with numerous clients to identify what brings them joy in life in order to create a personalized strategy that is uniquely tailored to them and their values. I attained my M.B.A. in marketing and my B.S. in human resources and finance from Bryan College in Dayton, Tennessee.
What brings me joy is my beautiful family, my church and my community. I’m a proud resident of Athens and care deeply about my community. My wife, Kelcy, and I have three children: Shawn, Elias and Reagan. We are members of Ascension Life Church and are passionate about leading the children’s ministry.
In my free time, I enjoy golfing, kayaking, traveling and supporting local community groups including the Chamber of Commerce, Full Circle Women's Center and the E.G Fisher Library.
I take seriously the trust placed in me to help the people I serve navigate their financial lives.
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
My Personal Interests
- Spending Time with Family
- Health & Nutrition
Phone NumberJoseph Ladner at (423) 746-5975
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