Josh Reider,
JD, CFP® Private Wealth Consultant Wealth Planning, Global Wealth SolutionsJosh has significant experience in providing consultative financial planning services to financial advisors and their high-net-worth clients. As a private wealth consultant, Josh engages in a comprehensive and holistic process helping clients articulate their goals while assisting in the creation of wealth planning strategies to achieve those goals. He has expertise in retirement planning, tax planning, estate planning, risk management and asset allocation.
Josh joined Raymond James in 2020. He previously was a wealth planner and chief compliance officer at a RIA focused on personal and institutional wealth management. He also has prior experience as an attorney in Colorado (inactive) practicing in the areas of real estate transactions and business formation and consulting.
Josh attended the University of Virginia, obtaining a BA in both government and religious studies. He has a Juris Doctor from the University of Iowa. He holds the Series 7 and 66 licenses in addition to the Certified Financial Planner® designation.
