Joshua T. Charles,

Joshua is a visionary thinker who is adept at identifying market trends and opportunities and actively seeks opportunities for continuous learning and growth. With a strong thirst for knowledge, he’s always looking for ways to expand his skills to keep up with the evolving financial world and provide a high level of client service.

As CEO, Joshua leads Financial 360 by defining and driving the vision, mission, and strategic direction of the company. He is dedicated to fostering robust relationships, ensuring reliable service, and taking proactive measures. Joshua strongly values teamwork as a crucial element for making effective decisions.

Joshua serves on the Pride Financial Advisors Network Council. Each council member is a distinguished, high-performing professional with the firm, known for their significant contributions to their communities. Beyond guiding the direction of PFAN and recruiting inclusion-focused advisors, he is a dedicated mentor and practice builder, sharing his extensive experience and insight to support others’ success. Additionally, he is a board member and part of the Investment and Scholarship Committee at the Gamma Mu Foundation, which provides financial grants to individuals from rural areas pursuing higher education or professional development.

A theater enthusiast, Joshua is a former board member and chair of the Audit Committee for the Gay Men’s Chorus of Washington, D.C., an organization that champions diversity through musical and performance excellence.

Joshua was born in North Carolina, grew up in Rockville, Maryland, and earned his bachelor’s degree from Florida State University. Joshua lives in Potomac, Maryland, and enjoys traveling.