Josh Mounce, Financial Advisor

by | Apr 21, 2022 | People

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, AIF®, Financial Advisor

With over 5 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 wife Samantha.  In his free time, Josh can usually be found attending local sporting events.

Education:

  • Youngstown State University – Finance, Certified Financial Planning Track

Certifications:

  • Accredited Investment Fiduciary
  • FINRA Series 7 and 66 Licenses
  • Life, Accident, and Health Insurance Licenses

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

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.

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