Joshua Holt, CFP®, AAMS® serves as Vice President, Wealth Manager, and Partner at Steward Partners Global Advisory since September 2020, where the firm specializes in comprehensive wealth planning and investment strategies for diverse clients. Prior to this role, Joshua held various positions at Edward Jones from April 2012 to September 2020, including Financial Advisor, Client Solutions Coach, and Chair of the DEI Workgroup's CAM Subcommittee. Joshua began a career in real estate as an Associate Broker at RE/MAX Coast To Coast from October 2006 to April 2012. Joshua holds a B.S. in Leadership and Organizational Studies from the University of Southern Maine.
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