Meet Josh
Josh is a Financial Planner based in the Jacksonville, Florida, office. He joined Mercer Advisors after serving at LPL Financial for two years. Josh finds motivation is making an impact on clients’ lives through financial education and planning. He earned a B.S. degree in economics and finance from Georgia College & State University. Josh is a Certified Exit Planning Advisor.
His working style
Josh is at his best when translating complex financial topics into lay terms. He asks thoughtful questions and explains concepts to relate them to the client’s distinct financial life. He values meaningful relationships with people and hopes to make an impact on the lives of individuals and their families.
Josh in real life
What keeps you busy outside of work?
Spending time with friends and family, golfing, and traveling.
What’s one thing you are surprisingly good at?
I took up cooking for my wife and me in 2025 and have really never stopped. One of my favorite things to do is to cook hibachi-style food for my friends and family.
Favorite thing about where you live?
I live on Saint Simons Island, Georiga, and really enjoy the proximity to the beach — my wife and I take every opportunity we can to go to the beach or out on the water.
Meet Josh’s Teammates
Amanda Caster
Manager, Sr. Financial Planner
What Josh Says
Amanda does a magnificent job of leading her team to drive client outcomes. She cares deeply about the well-being of team members and clients, and it is a pleasure to work with her.
Joseph Luciano
Financial Planner
What Josh Says
Joey does an excellent job of communicating clearly and asking great questions. He explains concepts succinctly and is a great team member to work with.
Ian Aguilar
Principal
What Josh Says
Ian is incredibly welcoming and generous. He makes sure that team members and clients alike feel comfortable and related to. It is a joy to work with Ian at Mercer Advisors.
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