Josh serves as a Financial Consultant at the Winston-Salem office. He and his senior partners, Peter Cross and Terra H. Snider, work together to build strong relationships with their clients and families in order to provide financial guidance throughout all stages of life. “Our top priority is to listen and understand our clients’ goals to assist them in creating a plan to meet their long-term financial objectives,” says Josh.
Catrice Adams, a registered client associate since 2002, supports Josh. With more than 20 years of administrative experience, Catrice is an integral part of the team.
Prior to joining Stephens, Josh began his career more than a decade ago as a financial advisor at two other investment management firms. He is a graduate of the University of North Carolina at Charlotte with a Bachelor of Arts degree in Political Science with a minor in American Studies.
Josh is passionate about community involvement and currently serves as a board member of the Cancer Services of Davidson County in addition to a board member of the J. Smith Young YMCA.
He and his wife, Jennifer, have two children, Easton and Wilder. The family enjoys fly fishing, bird hunting and exploring new restaurants.