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Our Team – Joshua


Joshua Jones

Investment Advisor

Joshua Jones has worked in the financial services industry for seven years. He studied Finance in college and started his career at Morgan Stanley and Bank of America Investments. Later, he spent 17 years as a Yacht Captain, sailing along the East Coast and in the Bahamas. Seeing the need for financial planning in the yachting community and wanting more family time, Joshua returned to his role as a Financial Advisor.

Outside of work, Joshua is married and has two black Labrador Retrievers. He cherishes spending time with his family, especially when skiing or boating. Joshua has a love for the outdoors; whether he’s hiking, camping, or taking leisurely walks with his dogs, he enjoys being active and connecting with nature.

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