Joseph Waters, Jr.

Joseph Waters, Jr, CFP®

Wealth Advisor

Joe grew up in Medford, Massachusetts, very close to the Stoneham house he lives in today. His parents made many sacrifices to ensure that he and his two brothers got a great education at Malden Catholic High School. Joe went on to Bentley University where he was a member of the Campus Activities Board, gaining valuable experience in event management. He graduated with a BS in economics and finance, as well as a MS in personal financial planning.

After school, Joe started his own practice with the Northwestern Mutual Financial Network. He then worked as a client consultant at Winchester Financial, until a desire to work in a fiduciary role led Joe to Heritage in 2013.

As a wealth advisor, Joe assists Jim Scally in building lifetime relationships with clients and prides himself on always acting in their best interest. Joe also plays a key role in introducing prospective clients to Heritage’s exceptional service offerings through the firm’s unique three meeting process.

Joe enjoys playing golf, watching movies, and traveling with his wife. Their most memorable trips include the Sochi Winter Olympics and Super Bowl 49. Joe also likes to stay involved at his church and is a passionate Boston sports fan.