Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Joshua joined Merrill Lynch Wealth Management in 2017 after starting his career at an independent financial planning firm in Boca Raton. Prior to that he worked for Mercedes-Benz USA as a financial analyst in the Aftersales division—tasked with identifying opportunities to increase profitability, and form partnerships with Fortune 100 companies to improve operational efficiencies.
Joshua focuses on working with business owners and high-net-worth families, providing them with personalized attention and goals-based wealth management strategies that go beyond traditional asset management. This includes everything from providing insight on tax-advantaged retirement and succession planning strategies for business owners, to forming personalized asset allocation and estate planning strategies for families. By utilizing industry leading research and a team of specialists, Joshua follows a disciplined approach that helps his clients implement customized financial management strategies specific to their set of needs.
Originally from Rockland County New York, Joshua moved to Boca Raton, FL with his wife, Amanda. Two months later they welcomed their daughter, Jacqueline Danielle, into the world. He is actively involved with the Jewish Federation of South Palm Beach, sitting on the Board for the Business & Professionals Division, the Professional Advisory Committee, the Young Adult Division, and the Men’s Division. Joshua is a big car enthusiast and avid sports fan. In his spare time he enjoys playing golf, softball, poker, fishing, and spending time with his family.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Our experts examine the forces that are changing the world – and how they may impact your life
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Banking Specialist
Wealth Management Lending Officer
Bank of America, N.A.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.