Associate Wealth Advisor
Joshua (Josh) is an Associate Wealth Advisor and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and other day-to-day operations. Prior to joining Beacon Pointe, Josh was an associate at Stonegate Capital Advisors, and worked for a variety of firms in the investment advisory industry at the onset of his career. Josh graduated from the University of Arizona with a bachelor’s in economics and received his Master of Science in Financial Planning from Texas Tech University. Outside of the office, Josh enjoys watching sports, playing golf and hiking.