Josh Feigelman
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Boca Raton, Florida, United States
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Josh Feigelman serves as a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads Feigelman & Associates. With a partnership established in 2012, Josh has cultivated a reputation as one of the foremost next-generation wealth advisors in the industry. His expertise lies in crafting tailored financial strategies that align with clients' unique goals, ensuring that their hard-earned retirement savings are managed with the utmost care and precision.
At Feigelman & Associates, Josh is deeply committed to a client-centric approach that emphasizes customized portfolio design and construction. His focus on goals-based wealth management allows him to develop personalized investment strategies that resonate with clients' aspirations, whether they are planning for retirement, navigating multigenerational wealth planning, or seeking comprehensive estate and wealth planning services. Josh's dedication to thoughtful guidance is evident in the way he collaborates with clients to create a roadmap for their financial future, ensuring that every decision is aligned with their long-term objectives.
Throughout his career, Josh has been recognized for his innovative approach to wealth management, earning accolades in 2017 and 2018 that solidify his standing as a leader in the field. His proficiency in retirement planning and investment management, combined with a deep understanding of the complexities of wealth preservation, positions him as a trusted advisor for individuals and families seeking to secure their financial legacies. As he continues to navigate the evolving landscape of wealth management, Josh remains steadfast in his mission to empower clients with the knowledge and strategies they need to achieve financial success.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in June 2012 to Present
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Portfolio Design and Construction
Goals Based Wealth Management
Multigenerational Wealth Planning
Wealth Planning and Investment Management
Retirement Planning
Estate and Wealth Planning Services
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What is Josh Feigelman email address?
Email Josh Feigelman at [email protected] and [email protected]. This email is the most updated Josh Feigelman email found in 2026.
What is Josh Feigelman phone number?
Josh Feigelman phone number is +15613613451 and +18022533080.
How to contact Josh Feigelman?
To contact Josh Feigelman send an email to [email protected] or [email protected]. If you want to call Josh Feigelman try calling on +15613613451 and +18022533080. (updated on October 30, 2024)
What company does Josh Feigelman work for?
Josh Feigelman works for Merrill Lynch Wealth Management
What is Josh Feigelman's role at Merrill Lynch Wealth Management?
Josh Feigelman is Wealth Management Advisor, Senior Vice President
What industry does Josh Feigelman work in?
Josh Feigelman works in the Financial Services industry.
Josh Feigelman Email Addresses
Josh Feigelman Phone Numbers
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