My name is Joshua and I love what I do. Finances have a direct impact on the things we value most in life: our loved ones, our neighbors, our community and our dreams for the future. I am passionate about understanding your financial goals and helping you accomplish what is important to you.
Prior to becoming a financial advisor, I was an Edward Jones client for seven years. When the time came for a career change, it was clear that Edward Jones was the right choice for me. My knowledge in business administration, finances and coaching, along with my desire to help others, is a natural fit with Edward Jones’ relational approach.
I married the love of my life 10 years ago. Together we have two children who are full of energy and constantly remind us of the important things in life. My wife and I enjoy serving in our community, traveling, good coffee and music - including playing guitar and singing in the band at our local church.
When I find time, I enjoy a good book, soccer, tennis, mountain-biking and hiking. It is a blessing to live and work in the Winter Haven area.
I would be honored to help you navigate your financial journey. Call me today and let’s embark together toward your goals!
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
- Business Retirement Plans
- College Savings
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberJoshua Chase at (863) 294-1932
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