Waren Waters CFP®, CDFA
Warren is the Founder & Wealth Manager of Tower View Wealth Management. He and his wife Jennifer, and their five children, live in Flower Mound, Texas. He has nearly 20 years of investment experience, starting as a financial advisor in Fort Worth, then managing a team of advisors at TD Ameritrade, and most recently as a Senior Vice President at SageView Advisory Group.
In 2023, Warren embarked on the journey of establishing his own firm with a clear mission in mind – to offer uncompromising fiduciary advice and an exclusive boutique experience to clients seeking financial guidance beyond the confines of large corporations. Motivated by a deep commitment to prioritize the unique needs and dreams of each client, Warren's firm emerged as a sanctuary for individuals in search of a more personalized and tailor-made approach to managing their wealth. Unshackled from the restrictions of corporate agendas, Warren cultivated a culture built on principles of trust, transparency, and a genuine concern for the financial prosperity of his clients. This resolute dedication to placing the client's best interests at the forefront, combined with the freedom to explore innovative and autonomous strategies, propelled the firm to thrive as an epitome of client-centric wealth management.
Warren is a lifelong resident of the Fort Worth - Dallas area and has spent more than 20 years of his career working in downtown Fort Worth. His experience includes over 25 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 his Life, Health, and Variable Insurance licenses.
When away from the office, Warren enjoys spending time with his wife, Jennifer, and their five children. Some of his hobbies include golf, clay target shooting, and traveling. He is also an active member of his church and volunteers for several local charitable organizations.
