Josh started his career at Wachovia Securities in Boston. From there, he spent time at Metlife in Danvers before going independent with LPL/Flagship Harbor Advisors. Josh is a Chartered Financial Consultant and currently holds the Series 7 License (General Securities Representative) with LPL Financial as well as the Series 66 License (Investment Advisor Representative/Securities Agent) through LPL Financial and Flagship Harbor Advisors. He also holds Life, Accident, and Health Insurance licenses.
Josh believes that forming strong and lasting relationships with his clients is the best way to serve them. This way he can understand his clients needs and goals in order to build and manage their financial plans effectively.
Joshua earned a Bachelor of Science in Business Management from the University of Hartford.
Josh’s grandfather was a Senior VP for Morgan Stanley for 30 years which was his initial introduction to the business. He had a successful practice helping people plan out their financial lives. This inspired Josh to follow the same path.
Josh lives in Prospect, CT with his wife Heather and three children, Madison, Kennedy, and Jake. He loves spending time with family and friends, golf, fishing, and enjoying outdoor activities.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Flagship Harbor Advisors, a registered investment advisor. Northern Peak Wealth Management and Flagship Harbor Advisors are separate entities from LPL Financial.
LPL Financial Registered Representatives associated with this bio may only discuss and/or transact securities business with residents of the following states: MA, NH, CT, ME, NY, VA, MD, FL, TX, IN, SC