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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.
Senior Vice President–Wealth Management
Joshua began his financial planning career in 1996. He received his Degree in Finance from The Ohio State University. He is a Certified Financial Planner (CFP®) and an honored member of the UBS Portfolio Management Program as a Senior Portfolio Manager. Josh specializes in holistic financial planning. His in-depth knowledge of all aspects of the financial world gives him a creative edge in solving even the most complex financial situations. Josh's passion for financial planning shines through as he creates a unique and personalized plan for each of his clients.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
•Longevity planning, including retirement income and insurance planning
•Wealth transfer strategies, including inheritance and business succession planning
•Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
•UBS Financial Services Inc. Senior Vice President - Investments November 2012 - Present
•Wells Fargo Advisors LLC Vice President - Investments September 2004 - November 2012
•Smith Barney Vice President - Investments September 2000 - September 2004
•Banc One Securities Vice President - Investments October 1998 - September 2000
My professional achievements and education
•Series 7, 66, 63 securities licenses
•Life, Health, Property and Casualty Insurance Licensed
•B.S., Finance, The Ohio State University
•Certified Financial Planner CFP®
Outside the office
•I live in Gahanna OH with my two children, Dylan and Kaya.
•I enjoy training for IRONMAN competitions.
California Insurance License 0E87460
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Senior Vice President–Wealth Management
Joshua began his financial planning career in 1996. He received his Degree in Finance from The Ohio State University. He is a Certified Financial Planner (CFP®) and an honored member of the UBS Portfolio Management Program as a Senior Portfolio Manager. Josh specializes in holistic financial planning. His in-depth knowledge of all aspects of the financial world gives him a creative edge in solving even the most complex financial situations. Josh's passion for financial planning shines through as he creates a unique and personalized plan for each of his clients.
Capabilities to impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
•Longevity planning, including retirement income and insurance planning
•Wealth transfer strategies, including inheritance and business succession planning
•Life transition planning for marriage, divorce or loss of a loved one
Experience to guide you forward
•UBS Financial Services Inc. Senior Vice President - Investments November 2012 - Present
•Wells Fargo Advisors LLC Vice President - Investments September 2004 - November 2012
•Smith Barney Vice President - Investments September 2000 - September 2004
•Banc One Securities Vice President - Investments October 1998 - September 2000
My professional achievements and education
•Series 7, 66, 63 securities licenses
•Life, Health, Property and Casualty Insurance Licensed
•B.S., Finance, The Ohio State University
•Certified Financial Planner CFP®
Outside the office
•I live in Gahanna OH with my two children, Dylan and Kaya.
•I enjoy training for IRONMAN competitions.
California Insurance License 0E87460
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Support and resources
The UBS Optimus Foundation has committed up to $1 million in match funding for donations to trusted relief organizations Americares, World Central Kitchen, Team Rubicon and GiveDirectly in support of their efforts on behalf of those affected by the recent wildfires in southern California.
Learn more about how you can get involved and double your impact through the UBS Optimus Foundation.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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