Josh Sankes
Managing Director| Certified Divorce Financial Analyst | Accredited Wealth Management Advisor Intellus Advisors
- Role
- Managing Director Accredited Wealth Management Advisor Sm Cdfatm at Intellus Advisors Wealth Management
- Location
- Sarasota, FL, US
- LinkedIn followers
- 500 followers
About Josh Sankes
An Investment Discipline for Every Market Drawing upon a distinguished…
Experience
Managing Director Accredited Wealth Management Advisor Sm Cdfatm
Intellus Advisors Wealth Management
Oct 2024 — Present · Sarasota, FL, US
I am the Managing Director of the Intellus Advisors Wealth Management in Sarasota,FL. We a RIA that does comprehensive wealth management and advanced divorce financial planning.
Education
College of the Holy Cross
Economics and Sociology
1998 — 2001
Skills
- Investments
- Financial Advisory
- 401k Rollovers
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Series 65
- Ira Rollovers
- Retirement Planning
- Life Insurance
- High Net Worth Individuals
- Alternative Investments
- Asset Management
- Securities
- Estate Planning
- Tax-Advantaged Investment Strategies
- Disability Insurance
- Iras
- Trust Services
- Series 63
- Financial Services
- Long Term Care Insurance
- Wealth Management Services
- Investment Advisory
- Annuities
- Fixed Annuities
- Asset Managment
- Series 7
- 401k
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