Our Team
| Ann Miller Operations Director Tel: 314-576-6334 Email: info@watersfinancial.com
Acting as Operations Director for Waters Financial Group, Ann handles the basic administration of our office. Beyond the maintenance of our systems, various accounting functions and record keeping, Ann is responsible for the day-to-day needs of clients. Whether it be administering client deposits, answering questions about basic account activity or overseeing the various application processes, Ann is our troubleshooter and helps to ensure client satisfaction.
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Greg Waters, Certified Financial Planner®
As a Certified Financial Planner®, and LPL Registered Representative, Greg's duties focus on searching out and presenting investments that are suitable to address client needs and objectives. With a specific concentration on money management and estate planning for high net worth individuals, business owners and professionals, Greg has developed a specialty in working with retirees and those about to retire who want to preserve their principal and strive to ensure that their money lasts. With over 25 years of experience advising clients on their financial matters, Greg places a special emphasis on communication and education, hoping to exceed the expectations of each client.
Jack Waters
Jack graduated from Butler University in May of 2020 before joining the team at Waters Financial Group, Inc. Being a licensed assistant, Jack provides administrative support to the office as well as insight and research regarding investment observations for the Advisor he supports. Jack is able to accept trade instructions and assist with technical support. Jack is passionate about helping others pursue their financial goals and planning to make them possible.
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