Joseph Anderson bio headshot
Joseph R. Anderson, CPWA®, CRPC®, CFP® Senior Vice President, Wealth Management Branch Manager

With more than three decades of experience, Joe finds purpose in helping others do well through financial planning. The planning process enables Joe to build and maintain thoughtfully diversified portfolios for his clients. He specializes in helping affluent families preparing for and living in retirement, working with them to create a meaningful and lasting legacy. He helps his clients understand the difference between volatility and risk, and the impact emotional decisions can have on their portfolio.

Always striving to gain more financial knowledge, Joe has obtained the Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor℠ designations and is a Certified Financial Planner professional. His educational background also includes a bachelor’s degree in economics from the University of Texas at Austin.

He began his career with Merrill Lynch in Walnut Creek, California, in 1988, moving to Coeur d’Alene in 1998. He last served as Senior Vice President and Senior Resident Director for the firm. He joined Raymond James along with the Coeur Private Wealth Management team in May 2020, drawn by shared values of independence and integrity.

Giving back to the community is a priority for Joe. Through the years, he has served as president of Coeur d’Alene Summer Theatre and Hayden Lake Country Club, as well as past committee chair of the Coeur d’Alene Chamber of Commerce and past member of the planned giving committee at North Idaho College.

Born in San Francisco, Joe was raised on the North Shore of Lake Tahoe and currently resides in Coeur d’Alene with his wife, Andrea. They have three daughters: Abby, Miranda and Sophie. Abby is currently studying for a Graduate degree at The University of Southern Mississippi, Miranda is in her 3rd year of Dental School at Creighton University and Sophie is studying business at The University of Arizona. When he’s not working or spending time with family, you might find Joe golfing, hiking, boating, skiing or watching Texas Longhorn football.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.