Josh works closely with clients to help them pursue the future they envision, providing one-on-one financial planning and investment support. He collaborates with the team in constructing customized investment portfolios, keeping them aligned with clients’ objectives. A Chartered Retirement Plans Specialist®, he continues to further his industry knowledge.
With a focus on technology, he strives for seamless, personalized interactions with clients and an exceptional client experience. His role also includes planning incredible events and experiences for our clients to enjoy.
Josh joined Raymond James in 2020, attracted by its client-first values. Before that, he served as a financial advisor at Merrill Lynch. He earned a Bachelor of Business Administration degree from University of Massachusetts Amherst.
Originally from Bedford, Massachusetts, he lives in Billerica with his wife, Julina. He stays active in the community and has served as vice president of the Bedford Chamber of Commerce. His hobbies include hiking, fishing and golfing.
Raymond James is not affiliated with the above organizations and/or charitable causes.