Josh Sankes
Managing Director Accredited Wealth Management Advisor Sm Cdfatm @Intellus Advisors Wealth Management
Sarasota, FL, US
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Oct 2024 — Present
Managing Director Accredited Wealth Management Advisor Sm Cdfatm @Intellus Advisors Wealth Management
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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
1998 — 2001
College of the Holy Cross
Economics and Sociology
SKILLS
InvestmentsFinancial Advisory401k RolloversStrategic Financial PlanningPortfolio ManagementWealth ManagementSeries 65Ira RolloversRetirement PlanningLife InsuranceHigh Net Worth IndividualsAlternative InvestmentsAsset ManagementSecuritiesEstate PlanningTax-Advantaged Investment StrategiesDisability InsuranceIrasTrust ServicesSeries 63Financial ServicesLong Term Care InsuranceWealth Management ServicesInvestment AdvisoryAnnuitiesFixed AnnuitiesAsset ManagmentSeries 7401k
ABOUT JOSH SANKES
An Investment Discipline for Every Market Drawing upon a distinguished…
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