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Joseph Budd, Cfp® Chfc® Email & Phone Number

Managing Director at Budd Wealth Management at Budd Wealth Management
Location: Franklin, Tennessee, United States 3 work roles 2 schools
1 work email found @buddmelone.com 5 phones found area 303, 615, and 248 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email j****@buddmelone.com
Direct phone (303) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Budd Wealth Management
Role
Managing Director at Budd Wealth Management
Location
Franklin, Tennessee, United States

Who is Joseph Budd, Cfp® Chfc®? Overview

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Quick answer

Joseph Budd, Cfp® Chfc® is listed as Managing Director at Budd Wealth Management at Budd Wealth Management, based in Franklin, Tennessee, United States. AeroLeads shows a work email signal at buddmelone.com, phone signal with area code 303, 615, 248, and a matched LinkedIn profile for Joseph Budd, Cfp® Chfc®.

Joseph Budd, Cfp® Chfc® previously worked as Managing Director, CFP®, ChFC® at Budd Wealth Management and Vice President Wealth Management at Smith Barney. Joseph Budd, Cfp® Chfc® holds Cfp® Chfc® Masters Of Science In Financial Services, Financial Planning from The American College Of Financial Services.

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Email format at Budd Wealth Management

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*@buddmelone.com
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AeroLeads found 1 current-domain work email signal for Joseph Budd, Cfp® Chfc®. Compare company email patterns before reaching out.

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Profile bio

About Joseph Budd, Cfp® Chfc®

As a board CERTIFIED FINANCIAL PLANNER™ practitioner, Joe provides comprehensive financial strategies for higher net-worth families to help preserve current levels of wealth, plan for retirement, as well as, designing retirement plans for closely held businesses. All aspects of planning are implemented and reviewed annually to help foster a comfortable standard of living in retirement. Joe has been a featured speaker at local libraries and has provided CPE presentations to CPA’s over the years. The topics have ranged from Behavioral Finance, Comprehensive Financial Planning Process, and types of Qualified Plans for Small Business Owners. Joe has also provided planning and personal finance seminars to executive retiree groups of Fortune 500 companies, as well as, numerous other small to mid-size companies.He then moved his practice to Smith Barney, Wells Fargo, and Budd Melone & Co., Inc., before joining Independent Advisor Alliance, LLC as an investment adviser representative in 2021.Securities are offered through LPL Financial, Member FINRA/SIPC. Budd Wealth Management is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

Listed skills include Retirement Planning, Estate Planning, Investments, Personal Finance, and 38 others.

Current workplace

Joseph Budd, Cfp® Chfc®'s current company

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Budd Wealth Management
Budd Wealth Management
Managing Director at Budd Wealth Management
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3 roles

Joseph Budd, Cfp® Chfc® work experience

A career timeline built from the work history available for this profile.

Managing Director, Cfp®, Chfc®

Current
Budd Wealth Management

Franklin, Tennessee, Us

Budd Wealth Management, provides comprehensive financial planning and investment planning for high net worth individuals, families, small business owners, and professionals. Their main focus is financial planning for families and fee based asset management services using non-proprietary products and services.Securities are offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Budd Wealth Management is another business name of Independent Advisor Alliance LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.The LPL Financial representatives associated with this website may discuss and / or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

May 2009 - Present

Vice President Wealth Management

Smith Barney

New York, Ny, Us

CFP

Aug 2001 - May 2009

Vice President

Smith Barney

New York, Ny, Us

Comprehensive financial planning and fee-based asset management.

Dec 1995 - Aug 2001
2 education records

Joseph Budd, Cfp® Chfc® education

Cfp® Chfc® Masters Of Science In Financial Services, Financial Planning

The American College Of Financial Services

Bba, Finance

Walsh College
FAQ

Frequently asked questions about Joseph Budd, Cfp® Chfc®

Quick answers generated from the profile data available on this page.

What company does Joseph Budd, Cfp® Chfc® work for?

Joseph Budd, Cfp® Chfc® works for Budd Wealth Management.

What is Joseph Budd, Cfp® Chfc®'s role at Budd Wealth Management?

Joseph Budd, Cfp® Chfc® is listed as Managing Director at Budd Wealth Management at Budd Wealth Management.

What is Joseph Budd, Cfp® Chfc®'s email address?

AeroLeads has found 1 work email signal at @buddmelone.com for Joseph Budd, Cfp® Chfc® at Budd Wealth Management.

What is Joseph Budd, Cfp® Chfc®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 303, 615, 248 for Joseph Budd, Cfp® Chfc® at Budd Wealth Management.

Where is Joseph Budd, Cfp® Chfc® based?

Joseph Budd, Cfp® Chfc® is based in Franklin, Tennessee, United States while working with Budd Wealth Management.

What companies has Joseph Budd, Cfp® Chfc® worked for?

Joseph Budd, Cfp® Chfc® has worked for Budd Wealth Management and Smith Barney.

How can I contact Joseph Budd, Cfp® Chfc®?

You can use AeroLeads to view verified contact signals for Joseph Budd, Cfp® Chfc® at Budd Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Joseph Budd, Cfp® Chfc® attend?

Joseph Budd, Cfp® Chfc® holds Cfp® Chfc® Masters Of Science In Financial Services, Financial Planning from The American College Of Financial Services.

What skills is Joseph Budd, Cfp® Chfc® known for?

Joseph Budd, Cfp® Chfc® is listed with skills including Retirement Planning, Estate Planning, Investments, Personal Finance, Financial Advisory, Financial Planners, Finance, and Financial Services.

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