Director of Sales
Josh has extensive experience working with high net worth clients and has been working as a Director of Sales since 2005. He was actively recruited out of college and joined Morgan Stanley in 2001 where he was a very successful Financial Advisor for a unique clientele in Naples, Florida.
During his last year of college studies, Josh spent a great deal of time working with a Wealth Management Team at Merrill Lynch and became very proficient with the intricacies of Financial Planning and challenges of effective Estate Planning. His well-rounded background and experience afford those clients Josh works with an edge not commonly found in his position.
Josh is a graduate of The University of Florida with a Bachelor’s of Science in Business administration.