Joe brings over 23 years of dedicated experience to the Boenning & Scattergood team, offering tailored financial guidance to both individual and corporate clients. His extensive background covers investments, retirement planning, taxation, and estate and legacy planning.
Before joining Boenning & Scattergood, Joe served as an analyst at the Merrill Lynch Private Bank in New York, where he skillfully managed and advised on $650 million in discretionary client portfolios. Notably, he also held the position of lead options trader, overseeing the financial well-being of Merrill Lynch’s most affluent families.
Joe holds a B.A. in Business Management from Gettysburg College and resides in Devon, PA, with his 16-year-old daughter. Beyond his professional pursuits, Joe has a passion for sports, particularly golf, tennis, and platform tennis.
His extensive experience and steadfast commitment make him an invaluable asset in the realm of financial planning.
Joe and Client Service Associates Kirstie Winston and Randi Moulder serve our client family from the Conshohocken and Berwyn branches respectively.
Joseph Waterman holds the Series 7 and 66 registrations with LPL Financial. He also holds his life, health and variable annuities insurance licenses.