Josh Feinberg has over 23 years of experience working with over 2500 financial advisors across the United States. His clients include industry giants such as Merrill Lynch, Morgan Stanley, Amundi US, JP Morgan Securities, UBS, RBC Wealth Management, Wells Fargo Advisors, Raymond James, and Oppenheimer. The production range for his clients is $500,000 to $15,000,000 per year.
He excels at assisting financial advisors and branch managers to realistically identify and determine a course to reach their goals. Josh is committed to over-servicing his clients to achieve maximum results and goal attainment for each participant therefore maintaining an outstanding rate in client longevity. He uses a-hands-on-approach that includes role-playing and teaching his clients how to prepare for client and prospect communication. Josh graduated from Florida State University with a BS in communications and has worked in the sales/consulting/training field for more than 27 years.
Wildfire Tyson's Corner
2001 International Drive
McLean, VA 22102
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