Josh Mounce

“Do not go where the path may lead; go instead where there is no path and leave a trail.”

– Ralph Waldo Emerson

Josh Mounce, Financial Advisor

With over 3 years of experience as a financial advisor, Mr. Mounce works with a wide array of families and corporate clients. Josh has previously worked for Raymond James Financial and Citizens Securities, Inc.

Josh focuses on providing objective financial advice to every individual, family, and business he works with to help grow and preserve their wealth. He also will analyze individual plan participant’s portfolios asset allocations strategy to better align with their exact needs.

Josh lives in Cranberry Township with his Fiancé. In his free time, Josh can usually be found attending local sporting events around Pittsburgh.

Education:

Youngstown State University – Finance, Certified Financial Planning Track

Certifications:

FINRA Series 7 and 66 Licenses
Life, Accident, and Health Insurance Licenses

Mr. Mounce’s email address is jmounce@medallion-wealth.com

[content_block id=917 slug=broker-check-text]

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Medallion Wealth Management, Inc. are not affiliated. This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, CT, DC, FL, GA, IA, ID, IL, IN, KS, LA, MD, ME, MI, NC, NJ, NY, OH, PA, SC, SD, TN, TX, VA, VT, WA, WV. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not provide tax or legal advice.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Medallion Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

Medallion Wealth