Jae Waters
Financial Advisor
Phone: 615-369-1611
Mobile Phone: 615-618-3777
Fax: 615-369-1612
Email: jwaters@royalaa.com

Even from a young age, Jae Waters knew he wanted to help people with their financial needs. As a teen, he spent his summers working at local banks in his hometown of Tullahoma, Tennessee. After graduating high school, he went on to earn his Bachelor of Science in finance from the University of Tennessee and his Master of Business Administration (MBA) with an emphasis on finance from the University of Memphis. To gain brokerage experience, he also worked at Merrill Lynch while pursuing his MBA.

Jae then returned to the Nashville area to be closer to his family and begin his career at J.C. Bradford, where he focused on retirement planning. From there, he worked with UBS in a client-centered environment, which allowed him to gain invaluable experience working with individuals and families. It was during this time that he also earned the designation of Certified Financial Planner™. Having worked in both a small, regional firm and a large, international firm, Jae has a solid and comprehensive understanding of the financial and wealth management industry as a whole. Now, as a financial planner with Impact Planners, Jae enjoys assisting clients with all areas of their financial lives and teaching them about the financial planning process.

When it comes to serving clients, Jae’s philosophy is simple—always put clients’ goals and objectives first. He does this by listening to his clients’ individual priorities and values and then tailors different strategies to meet those specific needs. When he’s not in the office, Jae can be found spending time with his wife and two children. To learn more about Jae and his professional experience, visit his LinkedIn profile.

Education
B.S., Finance, The University of Tennessee
M.B.A. (finance concentration), University of Memphis

Professional Certifications & Licenses
Certified Financial Planner™
Life and Health Insurance Licenses
Series 7 License
Series 66 License

 

 

 

As a financial advisor, Maleah Stephens strives to be a resource for her clients. That’s why her philosophy focuses on educating clients through a step-by-step consultative approach that covers every aspect of their financial lives. Together, Maleah and her clients find solutions that help to meet their overall goals and objectives. With experience working with both individuals and families, she’s built her financial planning practice through referrals from existing clients.

Prior to Impact Planners, Maleah served as practice manager and client relations coordinator at First Financial Group in Birmingham, Alabama. In addition to focusing on the company’s daily operations and marketing needs, she prepared financial plans for individuals—including college planning and retirement planning—and for small business owners. She also analyzed clients’ cash flow, budgeting, and annual net worth progress, just to name a few.

In her free time, she enjoys spending time with her husband, Scott, and her son, Townes.  She adores her Labrador retrievers, Luna & Leo, and dips her toes into triathlons; traveling is a passion. To learn more about Maleah and her professional experience, visit her LinkedIn page. 

You can also schedule a meeting by visiting her calendar.

Education
B.S., Personal Family Financial Planning and Counseling, The University of Alabama
M.S., Consumer Sciences, The University of Alabama

Professional Certifications & Licenses
Certified Financial Planner™
Chartered Retirement Planning Counselor™

Life and Health Insurance Licenses
Series 7 License
Series 66 License

To learn more about the professional history of our financial advisor(s),
please visit
FINRA’s BrokerCheck.

December 2022
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December 2022
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