3 years ago
CAPTRUST Adds Experienced Wealth Management Advisor Team in Cincinnati
CAPTRUST, a leading independent wealth management and retirement plan advisory...
Joshua joined CAPTRUST in 2017 and serves as a vice president, financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors. Prior to joining the firm, Joshua was a wealth advisor at HBK Wealth Management, and he has worked in the industry since 2008.