Joshua Dadan
Premier Banker
4148 S Jog Road
Lake Worth, FL 33467
About me
Background
I am a Premier Banker in the Boca Raton market with a career in the financial services industry that began in 2003. I partner with my clients to take a comprehensive, holistic, and strategic approach to financial planning by helping to deliver tailored solutions, proactive relationship and risk management.
My daily focus is putting clients first—earning trust through high touch service, in depth conversations, and the thoughtful use of technology. I take the time to understand what matters most to my clients and their families, assess their financial resources, and develop customized strategies designed to help guide them confidently toward retirement and beyond.
I hold a Bachelor of Science in Accounting and a Master of Accountancy (M.A.C.C.) from Florida Atlantic University.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc
Education
Personal interests
Specialties
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Wills, trust, wealth transfer, estate administration and settlement, and more
