Joseph Webster, CFP®
Associate Financial Planning Consultant
Joseph Webster started at Davis & Associates CPA Firm in April of 2021 while finishing up his bachelor’s degree at the University of Houston – Downtown. Joseph works in the financial department at the firm, holds his Series 66, 7, and Texas Insurance license. Joseph formally joined Avantax Planning PartnersSM in 2023. In his free time, he enjoys spending time with friends and family.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S
Investment advisory services are offered through Avantax Advisory ServicesSM and Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Insurance AgencySM, Avantax Insurance ServicesSM, and Avantax Planning PartnersSM. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855