Josh Zillmer, AIF
President | CEO | Registered Representative, Investment Advisor Representative
A Maryland native, Josh attended the University of West Virginia to compete as an NCAA wrestler. He dedicated his career to serving clients as a bank advisor, relocating to Florida when he was promoted to partner and chosen to facilitate a major bank acquisition. Currently, Josh provides investment guidance and retirement planning services for high net worth individuals and business owners.
Josh earned the AIF® designation from the Center for Fiduciary Studies in 2014. The AIF® designation certifies that he has specialized knowledge of fiduciary standards of care and their application to the investment management process. In addition to being licensed to offer life insurance and variable annuities, Josh holds numerous securities registrations, including the Series 6, 7, 63 and 66.
Josh has four boys, ages 17, 16, 14 and 10. He and his family reside in Wellington, Florida.