Learn More About Josh
Josh is a dedicated financial advisor who partners closely with business owners and families across Greater Boston and beyond to help them pursue the future they envision. He provides personalized financial planning and investment guidance tailored to each client’s unique goals; whether it’s planning for retirement, building generational wealth, or navigating life’s financial milestones.
As both a Chartered Retirement Plans Specialist® and Wealth Management Specialist™, Josh is committed to deepening his expertise and staying ahead of industry trends. He works collaboratively with his team to design customized portfolios that remain aligned with clients’ evolving needs. With a strong focus on technology, Josh ensures clients have access to best-in-class tools and resources throughout their financial journey.
Josh joined Raymond James in 2020, drawn by its client-first philosophy. Prior to that, he served as a financial advisor at Merrill Lynch. He holds a Bachelor of Business Administration from the University of Massachusetts Amherst.
Outside of work, Josh lives in Bedford with his wife Julina and their two children, Maeve and Wesley. He’s active in the local community and previously served as vice president of the Bedford Chamber of Commerce. An avid hiker, fisherman, and golfer, Josh enjoys exploring New England destinations like Mashpee, MA; Kennebunkport, ME; and the White Mountains of NH.
Raymond James is not affiliated with the above organizations and/or charitable causes.