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Joshua Holby
Joshua Holby

Joshua Holby

CFP®, AAMS®

Senior Wealth Advisor

, RJFS

Specializes in:

financial planning
retirement planning
portfolio management
business owner solutions

Get in touch with Josh.

Charlotte, NC
521 East Morehead Street #150,
Charlotte, NC 28202

About Joshua

Joshua Holby is a financial advisor who is passionate about serving his client's best interests. Josh is a Certified Financial Planner™ professional who provides comprehensive planning services to help clients determine the specific steps needed to work toward long-term goals and needs. He is also an Accredited Asset Management Specialist℠ with expertise in portfolio management, using both technical and fundamental analysis to build customized portfolio strategies tailored to clients’ unique needs.

Josh genuinely loves his career, and his primary goal is to help his clients strive for financial success while enabling them to focus on what’s important to them and where their time is most valuably spent. He has over 13 years of experience as a financial advisor and works with a variety of clients, including young professionals, attorneys, bankers, business owners, corporate executives and retirees.

He joined Raymond James in the spring of 2020 and the Signature Wealth team in 2023, after working as a financial advisor for Wells Fargo Advisors since 2012. He earned his bachelor’s degree in business from Elon University in 2005. Joshua was a small business owner prior to his career in financial services, and the Great Recession in 2008 is what sparked his passion to become a financial advisor, tapping into his strong desire to help people.

When not in the office, Josh is very active. He lives a healthy lifestyle and enjoys surfing, skiing, hiking and mountain biking. He takes pride in being healthy because it serves as a foundation for success. He is a North Carolina native and has lived in Charlotte for over 17 years.

CFP®
AAMS®
Series 7
Series 66
Securities Industry Essentials
Series 31
Forbes as a Next-Gen Best-In-State Wealth Advisor in 2019

About the Office

charlotte
Charlotte, NC
(704) 333-6441
521 East Morehead Street #150,
Charlotte, NC 28202
Signature Wealth Strategies in Charlotte, NC is conveniently located on the edge of Uptown - the central business district of Charlotte.

Send A Message

Send a message directly to our office to inquire about available services or to schedule a call with one of our advisors.

Media + Mentions

Charlotte, NC – Signature Wealth Strategies has announced the addition of Financial Advisor Josh Holby (CFP®,...