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$5+ trillion
In invested assets globally
As of 11/07/2023
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
We’re committed to understanding what wealth means for you.
At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.
$5+ trillion
In invested assets globally
As of 11/07/2023
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
