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Biography

Josh is a Principal in the Jacksonville, Florida office where he is responsible for providing financial planning services to individuals, families, and business owners. He has nearly ten years of experience in the industry.

Prior to joining Cerity Partners, Josh spent six years as a financial advisor with Merrill Edge serving a diverse client base in the areas of investment and financial management. He started his career at John Hancock Financial with a focus on insurance planning

Education

  • B.S. Finance from the University of North Florida

Highlights

  • CERTIFIED FINANCIAL PLANNER™

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.