Josh brings his commitment to lifelong learning along with his passion and experience in his approach to financial advisory. He is driven by a genuine commitment not only to realize his clients’ goals and objectives, but also empower them to clearly understand the path they collaboratively create.
After earning his BS degrees in education from The State University of New York (SUNY) at Fredonia, he completed his master’s degree work at Binghamton University. Josh spent the first 8 years of his professional life as a high school teacher and coach. Afterwards he spent 13 years developing talent and leadership skills amongst teams globally in the private sector.
After living out of town for 25 years, Josh was excited to return home to Williamsville, NY to join Raymond James and Accreux Wealth Management in 2024. He has partnered with a team of talented wealth management professionals who deploy a truly holistic approach to wealth planning. Through a bespoke process of asset allocation and security selection, he and his team are dedicated to helping their clients prudently grow and preserve their wealth while thoughtfully managing risk. Josh is currently working towards obtaining his Chartered Financial Consultant® designation.
Outside of the office, he is an active reader, avid skier, enjoys golf, travel, and plays ice hockey. He formerly served on the CX Board for the University of Houston’s C.T. Bauer School of Business.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.