Joe P. Anderson III, CPA, CFP®

Joe joined Colonial Trust Company in 2025 as a Financial Advisor and Family Office Strategist. He is a Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) with more than a decade of experience in public accounting, having worked at both a Big Four firm and a large regional firm. In addition, Joe spent two years in a family office environment, further deepening his expertise in comprehensive planning. He graduated magna cum laude from Erskine College and went on to earn a Master of Professional Accountancy with a concentration in Taxation from Clemson University. Joe calls Spartanburg home, where he enjoys life with his wife Mary Katherine and young daughter.