With the knowledge that comes from more than 23 years of experience in the financial services industry, Josh helps investors navigate the myriads of available investment options with a high level of service and a personal commitment. From financial planning to comprehensive investment strategy management, Josh’s recommendations are made in the interest of providing value and benefit to you. He works closely with clients to determine their needs to craft customized financial strategies to help pursue their goals, always striving to put the interests of clients first. At Raymond James, Josh has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he aims to answer promptly, completely and truthfully. He provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs. Josh joined Raymond James in 2023 after 23 years with Merrill Lynch. He is a graduate of Florida State University with a degree in marketing. He is a Certified Financial Planner® professional, a Chartered Retirement Planning Counselor™, and has worked in the areas of employer plan benefits, investment analysis and retirement planning. Josh was also named to the 2022 and 2023 editions of the Forbes list of Best-in-State Wealth Advisors***. Josh is a past president of the Jacksonville Beach Exchange Club, a former board member of BEAM and a current president of the Rotary Club of Deerwood. Josh and his wife, Jeannie, have three children. When not in the office, he enjoys family time, golfing, hunting and giving back to the community.
2023 Forbes Best-In-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2021 to 6/30/2022 and was released on 4/4/2023. 39,007 nominations were received and 7,321 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/3KsXbF7. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info. Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CRPC™ and Chartered Retirement Planning Counselor™ are registered service marks of the College for Financial Planning.
Raymond James is not affiliated with the above organizations and/or charitable causes.
