Financial Advisor@ Edward Jones
Fort Collins, Colorado, United States
Josh Dees
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Western Carolina University
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Tell me more about Josh Dees?
FlashIntel GPTJosh Dees is a highly experienced professional with 16.3 years of work experience in individual retirement accounts and life insurance. Based in Fort Collins, Colorado, he is dedicated to helping clients achieve their financial goals by building thoughtful plans and collaborating with them throughout their lives. With a background as a Financial Advisor at Edward Jones in St. Louis, Missouri, he has also worked as an Assistant Basketball Coach and Graduate Assistant Basketball Coach. Josh's expertise and dedication make him a valuable asset in the field of financial services.
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About
My goal professionally is to help my clients achieve the financial lifestyle that is most important to them by building a thoughtful plan and partnering with them throughout their lives.
Work Experience
Financial Advisor
Financial Services
Josh Dees's Professional Milestones
- Assistant Basketball Coach (2008-05-01~2012-09-01): Guided a team to victory and coached a high-performing team record.
- Financial Advisor (2012-10-01~): Provided financial guidance and implemented effective strategies to maximize client returns and maximize returns.
Education
Political Science And Government
2005-2007Skill
Individual Retirement Accounts
Life Insurance
Certification
Colleagues
Erika Gish
Product Owner | Collaborator | Project Management Experience
Scott Young
Owner, Bootleggers Rest. & Brewery
Tim McMartin, CFP® CIM® CLU®
Financial Advisor | Retirement Planning | Business Owner Of Examiners | Insurance | Estate Inclusions | Toronto
Chad Gardeski, CEA®, DFSA™
specializing in: wealth strategies retirement income strategies estate and legacy planning intergenerational wealth transfer business owner needs disability savings plans life insurance and long-term care
Kelsey Taus
Branch Office Administrator
Other Named Josh Dees
Frequently asked questions
We found 1 Josh Dees's email addresses
We found 2 Josh Dees's phone numbers
Josh Dees's social media include: Linkedin,
Josh Dees works for Edward Jones
Josh Dees's role in Edward Jones is Financial Advisor
Josh Dees works in the industry of Financial Services
Josh Dees's colleagues are Erika Gish,Scott Young,Tim McMartin, CFP® CIM® CLU®
Josh Dees's latest job experience is Financial Advisor at Edward Jones
Josh Dees's latest education in Western Carolina University
