Josh Brock

Background

About Josh Brock

Serving clients’ financial needs for more than 17 years in mortgage banking, consumer banking, commercial banking and financial planning allows Josh to provide a distinct perspective to opportunities his clients face. He works with clients to develop, implement and utilize strategies to help simplify and organize their finances in order to preserve their lifestyle, family and assets. Upon proper organization, Josh helps clients align their financial desires with their financial decisions, which is achieved by thorough examination of a client’s current plan. After this review, he makes recommendations regarding asset preservation, asset accumulation and liquidity management built to work in all situations. Josh joined Raymond James in 2019 after nearly five years with Peachtree Planning and three years at Regions Bank. At Raymond James, Josh has access to the financial expertise and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. He also provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs. Josh lives in Cartersville, Georgia, with his wife, Tamara, daughters Carder and Mary Collins and Labrador Retrievers Marshall and Lucy. He is very active in his community as a Board Member for Bless Coalition, Advisory Board Member of the Cartersville Career Technical & Aviation Academy and as a member of the Cartersville/Bartow County Exchange Club. During the fall, you can hear Josh on the Georgia Bulldog Sports Radio Network as an analyst. He is a regular contributor on Bulldogs Live, a weekly call-in radio show, and Dawg Talk Post Game Show. In his free time, Josh enjoys being on the lake with his family and coaching his girls in their seasonal sports.