Bob Waters began his career in the financial services industry in 1968 with Connecticut General. CG later merged with INA to become Cigna Financial Advisors and was then subsequently sold to Lincoln Financial in 1998. Bob's son, Logan, joined the practice in 2010 and later purchased the business in 2016. In 2024, Lincoln Financial Advisors (our former broker-dealer) was sold to Osaic and became Osaic FA. In August of 2024, we changed broker-dealers for the first time in our history to affiliate with LPL Financial, our current broker-dealer. 

Waters Wealth Consultants was created in 2018 to reflect a renewed vision towards serving our clients through a culture of comprehensive advice. We often say that we are a family business that understands family businesses. For over 50 years we have strived to serve our clients First, Last, and Always.