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portrait of Josh Satterfield
FINANCIAL ADVISOR

Josh Satterfield

CFP®, CEPA®, AAMS™
7804 Central Park Drive, Woodway, TX 76712opens in a new window
CallSend Me a Message

About Josh

Serving as a financial advisor for over 20 years, I seek to first understand what is important to my clients before providing a solution. It is imperative that we know what is important to you so that we can use our established process to build personalized strategies to help you achieve your goals. This is not a one-time event; we will partner with you and your family throughout the entirety of your life to help keep you on track.

I began my career with Edward Jones in 2004 in Waco, became a limited partner in 2009 and was named a general...

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Retirement Savings Strategies

Work History

  • Edward JonesJanuary 2004 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Harding UniversityBachelors

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Health & Nutrition
  • Football
  • Coaching Sports

Team Members

  • Ryan McCreery
    Associate Financial Advisor
  • Denise Mason
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(254) 420-2145

Fax

(866) 462-1711

Office Address

7804 Central Park Drive
Woodway, TX 76712opens in a new window

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