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.