Josh is a Financial Advisor in Morgan Stanley’s Dallas Providence Towers office.
Originally from Dallas, Josh graduated with distinction from The Cox School of Business at Southern Methodist University in 2012 and was a recipient of the Outstanding Financial Consulting Major award. Josh was designated as a McWhirter, GF and Audrey Scholar and went on to receive numerous scholarships during his tenure at The Cox School of Business.
Prior to his academic achievements Josh has 10 years of entrepreneurial and management experience in areas that include business strategy, operations, business process redesign and franchise development within the transportation industry. As an entrepreneur, Josh was the founder of Cross Ventures LLC, a national transportation, storage and consulting business based in Dallas, Texas. In 2011, Josh was recognized as a “Mover and Shaker” by Globe Magazine. Prior to his entrepreneurial ventures, Josh was in management at The Albert Companies, where he played vital roles in operations and franchise development. He is a member of the Young Professionals Organization (YP35) and Southern Methodist University Young Alumni.
At Morgan Stanley, Josh focuses on providing customized wealth management solutions to both high-net-worth clients and corporations with an emphasis on capital preservation and risk adjusted returns. In addition, he is committed to managing his clients wealth so it has a positive impact on their life and the lives of generations to come. Josh resides in Dallas and is an avid cyclist. He is a member of the Village Church.
Southern Methodist University , BBA Financial Consulting
Series 7, 66 and Insurance Licenses, NMLS#1290561
Pacesetter's Club, Morgan Stanley
Member of Young Professionals in Energy
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