Josh is a Regional Vice President in the Southwest Branch of Equitable Advisors. He has worked in the financial services industry since 2019, after graduating from Saint Louis University. Josh is originally from Tennessee but migrated to Arizona 4 years ago, a decision he's absolutely loved!
His primary focus is to help our clients achieve financial success, in whatever definition that means to them. Josh is focused on building long term relationships, while providing advice and guidance that will help his clients manage their financial future!
As an RVP, Josh also concentrates his time on the development of other financial professionals and the leadership team in the Southwest Branch. He is dedicated to promoting strong business ethics, performance of associates, professional credentialing, coaching, and mentoring by utilizing effective training and marketing support.
Duly-registered and duly-licensed representatives offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. AGE- 9026117.1 (7/26)(Exp. 7/30)