Josh has experience helping clients manage concentrated stock positions or dealing with the challenges of important transition events like retirement, divorce, marriage, inheritance, or even the sale of a business. Josh provides access to Bank of America Private Bank for clients’ trust and estate planning services needs and Bank of America for clients’ commercial banking and financing needs. In addition, he often works with clients’ estate attorneys, accountants and other advisors to help coordinate their financial and legacy strategies.
Josh follows the deep-seated Merrill tradition of participating in the communities we serve. This drives his interest in spending time volunteering with organizations in the community. He is very involved with the Sugar Land Rotary, volunteers each year with Junior Achievement, and is highly active in the Central Fort Bend Chamber of Commerce.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
