Joshua Hedge

Joshua J. Hedge, CFA^® , CFP^®
Managing Director
Wealth Management Advisor
Global Institutional Consultant

Prior to joining Merrill Lynch Wealth Management in 2012, Josh Hedge began his financial career as a CPA in Denver at the international accounting firm Deloitte & Touche specializing in income and transfer tax strategies. Josh does not provide tax or legal advice in his role at Merrill. He provides wealth management strategies for individuals and consulting services for retirement plans and institutional funds. Josh’s commitment to his profession includes the following:

CHARTERED FINANCIAL ANALYST^® professional (CFA^®)

Global Institutional Consultant professional, a member of Merrill's Global Consulting Group, a small subset of advisors authorized to provide independent consulting services to institutional and ultra-high-net-worth clientele

CERTIFIED FINANCIAL PLANNER^™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., CFP^®

Graduate of the University of Denver with a Masters of Taxation (MT)

Graduate of Xavier University with a BSBA double major in Accountancy and Finance

Holds the Series 7 and 66 FINRA registrations


*Global Institutional Consulting is part of the Global Wealth & Investment Management business of BofA Corp. Institutional Investments & Philanthropic Solutions (“II&PS”) is part of Bank of America Private Bank, a division of Bank of America, N.A., Member FDIC, and a wholly owned subsidiary of BofA Corp. Trust and fiduciary services and other banking products are provided by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A. Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a registered broker-dealer and investment adviser and Member SIPC.