Josh is a CERTIFIED FINANCIAL PLANNER™ with over 10 years of experience dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your goals and needs.
Named to Forbes List of America's Top Next-Generation Best-In-State Wealth Advisors 2019, 2022 & 2023.* Josh works hard to enhance your goals through long-term customized financial solutions by focusing on Retirement Planning, Cash Flow Analysis, Tax Loss Harvesting, Tax Planning Strategies and more.
Before becoming Vice President of The East Coast Group, Josh held positions at Morgan Stanley and Smith Barney as a Senior Portfolio Manager where he worked alongside Todd Kissel over the last decade.
Joshua is originally from New Jersey. He and his wife Sarah have been married since 2016 and have 2 children. In his spare time, he is active in various philanthropic organizations where he volunteers his time assisting the less fortunate.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors' location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. For more information and complete details on methodology, go to www.shookresearch.com
2022: Out of 3,513 advisors considered, 1,000 made the final list
2019: Out of 6,389 advisors considered, 1,489 made the final list
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.