A resident of Fayetteville, Josh began his career with Merrill Lynch and then joined Brent Henry and Dustin Colebank at Morgan Stanley. With more than 13 years of experience, his focus is on developing wealth management strategies, consulting with clients on developing long-term financial plans and educating clients on investment issues.
His approach is to listen to clients, understand their needs and goals, and help them create financial strategies based on their specific objectives. He is also involved in planning, execution and portfolio rebalancing for the firm.
Josh received his bachelor’s degree in finance from the University of Arkansas, where he also studied transportation and logistics. He serves on the board of the Fayetteville Future Fund which provides support to area nonprofit organizations, and for the past six years he has served on the planning committee for The Color of Hope Gala, supporting Arkansas Children’s Northwest. He loves to hunt and spend summers on the lake. Josh and his wife Elizabeth, a teacher at Central Jr. High in Springdale, have three children, Madison, William Henry and Collins.