Josh Visconti
Guiding High-Earning Professionals Through Complex Money Decisions | Aligning Accounts and Family Goals | Senior Financial Advisor & Partner with Discovery Wealth Management Group of Wells Fargo Advisors
- Role
- Senior Financial Advisor at Wells Fargo Advisors
- Location
- Richmond, VA, US
- LinkedIn followers
- 500 followers
About Josh Visconti
Through the wealth management lens, discovery leads to insight. We believe that we are most successful as advisors when we know what is most important in our clients’ lives. Our processes and approach take this into consideration, which is why we strive to learn what our clients are passionate about, what they see for themselves in the future, and how they want to leave an impactful legacy.For us, “discovery” means doing our absolute best every single day. When we discover what matters most to you, we can be more efficient, engaging, and thoughtful as your wealth management team.This information is intended for use by residents of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, VT, and WI only.Looking for a second opinion on your current portfolio? Not sure if you\'re on the right track? Email me at j••••••••@wellsfargo.com or call me at (80••••••20 to schedule a time to and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Financial Advisor
Oct 2014 — Present · Richmond, VA, US
Education
Virginia Military Institute
Bachelor of Arts, English
2008 — 2012
Skills
- Wealth Accumulation Strategies
- Portfolio Analysis
- Qualified Retirement Plans
- Investment Planning
- Tax Efficient Investing
- Retirement Planning
- Business Retirement Planning
- 401(K) Planning
- Distribution Strategies
- Life Insurance
- Investment Strategies
- Employer Retirement Plans
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