Warren Waters CFP®, CDFA®

Senior Vice President

Warren is a lifelong resident of Tarrant County and has spent over 10 years of his career working in downtown Fort Worth. His experience includes over 20 years helping clients make smart financial and investment decisions. Warren earned his Master’s degree from the University of North Texas and his Bachelor’s degree from the University of Oklahoma. He is a Certified Financial Planner™ practitioner as well as a Certified Divorce Financial Analyst®. Warren holds his Series 7, 63, and 65 registrations as well as Life Insurance, Health Insurance and Variable contracts licenses and is a certified National Social Security Advisor

Helping people, whether it’s working through divorce issues or planning for retirement or college expenses, is truly Warren’s passion. In addition to developing a custom financial strategy for each client, he conducts regular meetings with clients to review performance, reconfirm financial goals and adjust as economic or lifestyle conditions warrant.

When away from the office, Warren enjoys spending time with his three children Garrett, Grayson, and Lindsey. Some of his hobbies include golf, clay target shooting, and traveling. He is also an active member of his church’s Student ministry and volunteers for several local charitable organizations.