Background
Josh is a Financial Consultant and partner with The Cairo Group of Truist Investment Services, Inc. With over 25 years in financial services, wealth management, and financial planning, Josh uses a comprehensive, holistic, and strategic approach with his clients. He enjoys building deep relationships with his clients by understanding what’s important to them and their families, the financial resources they’ve worked hard to build, and working with them to develop a plan that aligns with their goals and concerns.
Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Josh is originally from Des Moines, Iowa, and attended the University of Kansas before moving to Sarasota in 1998. He enjoys spending quality time with his wife, 2 sons, and Great Dane. When not helping his clients, Josh enjoys golfing.