Wealth Advisor
Joshua became a wealth advisor because he believes financial confidence should come from having a clear plan, not from guessing your way forward. After serving 13 years active duty in the Army, he wanted to continue serving people in a meaningful way. He joined the Army to help defend freedom. Today, he helps individuals, families, and business owners work toward a greater sense of financial freedom.
As a Wealth Advisor, Joshua works with business owners, families, veterans, professionals with 1099 income, and retirees who want guidance through the important financial decisions that shape their future. Whether clients are building wealth, preparing for retirement, managing business income, or thinking through a major transition, his goal is to help them move forward with clarity and encouragement.
His background gives him a practical perspective on both leadership and financial planning. He holds an MBA and is currently pursuing his Doctorate in Leadership at Vanderbilt University. He also holds Series 7 and 66 securities registrations, along with Life and Health Insurance licenses. In addition, he has earned the PMP and SPHR certifications. These experiences help him look beyond investments alone and understand the broader picture, including how families, businesses, and long-term goals fit together.
Outside of work, Joshua stays involved in the community through Rotary, the VFW, church, and fitness. Faith, service, and discipline have shaped much of his life, and they continue to guide how he serves clients. He believes relationships matter, and the best financial planning starts with knowing the people behind the numbers.
Let’s start the conversation. Schedule a call today.
Joshua Parker is a wealth advisor holding series 7 and 66 registrations.
Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.
Schedule a complimentary consultation with Joshua Parker today for personalized insurance and investment strategies that work for you.
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