Josh Hamm
Josh Hamm Senior Vice President, Pinnacle Asset Management Wealth Advisor, RJFS

Josh Hamm has been serving the financial needs of families and business owners for more than 13 years. Josh strives to develop lasting relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. As your financial advisor, Josh takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Josh works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives.

Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Josh works diligently to help you develop both your personal financial plan and a detailed investment strategy. His planning-based approach is designed to help you pursue current financial needs while working toward future goals, mitigate tax liabilities and successfully address estate issues, get better control of discretionary expenses, and strive for your long-term financial goals.

Originally from Davidson County, Josh graduated from the University of Virginia’s College at Wise with a bachelor’s in history with a minor in political science. Prior to joining Raymond James in 2022, Josh worked for Wells Fargo for nine years. Away from the office, Josh enjoys spending time with his wife, Jamie, and their children, Stella and Clay. He likes hunting, camping and coaching various athletic programs. He also serves as a board member for the University of Virginia’s College at Wise athletic board.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.

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