Joe Waterman

Joe Waterman is a seasoned financial professional with over 25 years of experience in the finance industry. Currently serving as Vice President and Financial Advisor at Boenning & Scattergood, Inc. since August 2019, Joe has honed skills in identifying new business opportunities, overseeing discretionary model portfolios, trading in equities, options, and fixed income, as well as maintaining strong client relationships. Previously, Joe worked as a Financial Analyst at Merrill Lynch from August 1998 to February 2019, where similar responsibilities were held. Joe holds a Bachelor's degree in Business Administration and Management from Gettysburg College.