Broker Check
Josh Ferreira

Josh Ferreira

Branch Manager & Director Business Management

Our goal is to build an “advisor-centric organization” where systems, people and resources are aligned in order to propel existing and new advisors to higher levels of productivity, revenue and profit. We strive to build a “destination of choice” for top advisors and their clients by cultivating an Ark of highly skilled financial advisors that promote a client-centric, values based financial planning practice. We will focus on building “to and thru” the existing, committed advisors in the organization. We believe this will promote teaming, mentoring and other successful “synergistic” opportunities.

 

08/18