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Joseph S
CFP®, Series 63, Series 65
Oxford, MS
Eversource Wealth Advisors, LLC
Joseph Simpson is a CFP® with 25 years of experience in the financial services industry. He is currently with EverSource Wealth Advisors, LLC and has previously worked at Barnes-Pettey Financial Advisors, Raymond James Financial Services, and Highland Capital. Outside of his advisory role, Simpson manages several family-owned LLCs involved in real estate brokerage and mixed-use real estate development projects. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and offers values-based portfolio options informed by a stated Judeo-Christian framework.
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