Joshua Drysdale

Joshua Drysdale
Senior Vice President Trust Advisor

801 Laurel Oak Dr

2nd Floor,

Naples, FL 34108-2180

About me

Background

Josh Drysdale is a Senior Vice President and Trust Advisor with Truist Wealth. He offers clients nearly ten years of comprehensive wealth management experience, using a team approach that brings together specialists in investments, financial planning, credit, tax, and estate planning and administration strategies. Through holistic and in-depth conversations with clients and their families, Josh can recommend estate, charitable, and legacy strategies based on current federal and state law, family dynamics, and administrative processes.

Josh earned his Bachelor of Science from the United States Coast Guard Academy and his Juris Doctor from Liberty University School of Law.  He maintains his Virginia Law License and serves as a Lieutenant Commander in the U.S. Coast Guard Reserve JAG Corps.

Education

Bachelor of Science
United States Coast Guard Academy 2003 2007
Juris Doctor
Liberty University School of Law 2013 2016

Personal Interests

Josh is a member of the Virginia State Bar, Collier County Bar Association, the Estate Planning Council of Naples, the Charitable Gift Planners of Southwest Florida, and Kingdom Advisors.  Josh also serves on the Advisory Council for Guardian Angels Medical Service Dogs, the Collier Community Foundation Professional Advisor Council, and is the Regional Co-Chair for SERVE@Truist (Truist’s Business Resource Group designed to serve our community’s Veterans and First Responders).

Josh serves clients throughout Southwest Florida and resides in Naples, Florida, with his wife and three children.  He is an active member of his church and enjoys traveling, beach days with his family, and is a self-proclaimed coffee connoisseur. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

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