Josh began his financial services career at Raymond James & Associates before transitioning to Birmingham Investment Group/Raymond James Financial Services in 2021. He is a financial Advisor who brings an enthusiastic and disciplined approach to the team and holds both Series 7 and 66 registrations. In addition to being a financial advisor and partner at the firm, Josh’s responsibilities include leading Birmingham Investment Group’s efforts in financial planning, portfolio allocation analysis, and client risk assessment. He also serves as a member of the firm’s Investment Committee.

He graduated from Samford with a BS in Business Administration, majoring in Finance. Immediately after college, Josh spent time pitching in the Cincinnati Reds organization after which he began his career as a financial advisor. Josh serves our community on two boards, Samford University’s Brock School of Business Economic Finance Quantitative Analytics Board and the Scott Dawson Evangelistic Association board.

Josh enjoys tennis, golf and bird hunting when time allows, but spends most of his time with his wife Leslie and their baby girl, Izzy. He and Leslie serve as associate deacons of Mountain Brook Baptist Church.