Josh Biering is a Senior Vice President, Wealth Management with Raymond James. While focusing his business on his clients’ individual financial objectives, Josh believes the most successful wealth management strategies look at the big picture. Josh provides a comprehensive, strategy-focused approach delivered with personal attention and a commitment to his clients’ best interests.
Josh is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he can gain a comprehensive understanding of your needs and goals. Josh works hard to enhance and preserve your investments through long-term financial strategies with tailored strategies. Josh believes that every Advisor should be equipped to navigate any banking, investment, lending, wealth transfer and planning needs. Josh is well versed in complex lending solutions, estate planning and navigating wealth for both private and public company executives.
Growing up in a military family, Josh calls Richmond Hill, GA home. Following both his dad and brother’s footsteps, Josh graduated from the United States Military Academy at West Point with a B.S. in Civil Engineering and served as a Route Clearance Platoon Leader in support of Operation Enduring Freedom in Afghanistan, where he was humbly awarded the Bronze Star Medal.
After serving five years of active-duty military service and achieving the rank of Captain, Josh joined JPMorgan through its Military hiring initiatives. Josh served the Fort Worth and Arlington markets as an Executive Director in the JPMorgan Private Bank while earning his MBA from the Cox Business School at Southern Methodist University. Josh is a board member of the Folds of Honor North Texas and a strong advocate for mental health awareness and veteran initiatives. When not working, Josh enjoys playing golf and spending time with his son, Brett “B Dubs” and his black lab, Teddy.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.