Joshua J.

WORK HISTORY

EDUCATION

ABOUT JOSHUA J.

Josh has experience in both retail and wholesale settings, stemming from a background that began with being a financial advisor at both Metlife and Merrill Lynch. His proficiency in the field led to a position leading a team of advisors for MetLife Wealth Management’s Mississippi operation. After achieving an over 800% increase in revenue during his tenure at Metlife, Josh obtained a position as Executive Vice President and Chief Marketing Officer for Summit Alliance Companies, which was the catalyst of his transition to the product development and distribution arena. His diverse background provides him with the unique ability to work with advisors and clients in all areas of wealth and risk management.He holds Series 6, 63, 65, 7, and 26 FINRA registrations and continues to sharpen his knowledge in the areas of risk management estate planning analysis, wealth management, and retirement income planning. Josh is a graduate of The University of Mississippi and lives in Birmingham with his wife, Meredith, and son, Miles. Securities and advisory services offered through Commonwealth Financial Network®, / a Registered Investment Adviser. Vector Wealth Strategies, L&N Drive, Suite I Huntsville AL 35801. This communication is strictly intended for individuals residing in the states of AR, GA, MS, NY, and SC. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: