Josh began his financial services career at Raymond James & Associates before transitioning to Birmingham Investment Group of Raymond James Financial Services. Josh brings an enthusiastic and disciplined approach to the team after spending years in collegiate and professional sports. Josh is a financial advisor holding Series 7 and 66 registrations; he also holds the Accredited Asset Management Specialist (AAMS®) designation. His main responsibilities include serving our clients with financial planning, portfolio construction, and client risk assessment.
Josh is a Birmingham native with roots in the Hoover, Vestavia Hills and Homewood areas. Raised in Hoover he chose to attend Samford University where he was a student/athlete and pitcher for the Samford Bulldogs. He graduated from Samford University with a Bachelor of Science in Business Administration with a Finance major. This led him to Raymond James following his time as a former baseball player for the Cincinnati Reds organization. Josh is married to Leslie, a Speech Pathologist with Mountain Brook Elementary School. Josh and Leslie enjoy staying active, getting engaged in various community events, and spending time with their goldendoodle, Lulu.
Raymond James is not affiliated with the above organizations and/or charitable causes.