Joshua M. Wilson is a Wealth Advisor for ProEast Asset Management LLC providing comprehensive financial planning. He specializes in mitigating risk for small business owners. Whether that be through Wealth Management, Risk Management, or Estate Planning. While Josh works primarily with investments, he has extensive knowledge in Life Insurance, Disability Insurance and Long-term Care.
Josh started his financial career on Wall Street shortly after graduating with a B.A. from Valley Forge University. He has successfully completed the FINRA series 7 and 66 examinations, as well as Massachusetts Life, Health and Accident exams. He has also completed and maintained his Long-Term Care certification. He is licensed to provide Wealth Management Services and advice in CA, CT, FL, MD, NH and NJ.
Josh lives in North Reading, MA with his wife and growing family. In his free time, he serves as Chair of the Board for a Human Rights Committee. He enjoys watching local sporting events, traveling, golfing, and spending time with family and friends.