Joshua Holby
Managing Director-Investments
- Role
- Senior Wealth Advisor at Raymond James
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Joshua Holby
Joshua Holby is a financial advisor who is passionate about serving his clients’ best…
Experience
Senior Wealth Advisor
Aug 2020 — Present
Education
Elon University - Martha and Spencer Love School of Business
B.S., Business Marketing
2001 — 2005
Bond University
International Business, International Business
2004 — 2004
Elon University
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
2001 — 2005
College for Financial Planning
Financial Planning and Services
2012 — 2016
Skills
- Wealth Management
- Sales
- Portfolio Management
- Estate Planning
- Financial Services
- Sports Nutrition
- Finance
- Fitness Training
- Marketing Strategy
- Account Management
- Sales Management
- Leadership
- Financial Analysis
- Sports Training
- Wealth Accumulation
- Training
- Marketing
- Financial Modeling
- Management
- Social Media Marketing
- Investments
- Financial Planning
- Customer Service
- Strategic Planning
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