Broker Check
 Joshua J. Marson, CFP®,CIMA®

Joshua J. Marson, CFP®,CIMA®

Vice President | Financial Advisor

Josh is vice president and a financial advisor with the Perry Richey Group. Having joined the team in 2009, Josh brings expertise in the areas of portfolio management, asset allocation, and risk analysis.

Josh is a graduate of Western Kentucky University with a bachelor’s degree in Interdisciplinary Studies and has obtained the Certified Investment Management Analyst® designation. He has also obtained the CERTIFIED FINANCIAL PLANNER™ designation. Josh serves clients as a primary relationship manager, focusing on comprehensive financial planning. Josh is also a portfolio manager for our team, providing globally allocated portfolios across various risk tolerances.

Josh and his wife, Lindsey, have two children, Harper and Eli, along with Bo, an English Labrador Retriever. Josh enjoys all things hunting and fishing, along with any reason to spend time in the great outdoors.