Josh Stratton began his career as a financial advisor in 2007 at Edward Jones Investments. where he helped people manage risk and build their net worth. Advising individuals and businesses throughout the Great Recession was a very formative experience and taught Josh the impact that sound financial advice can have on people's lives. Josh honed his process of helping clients stick with their financial plans along with the prudent investment process which he still utilizes today.
In 2011, Josh transitioned his financial planning practice to LPL Financial where his independence could be expanded upon to include retirement plans such as 401(k) and 403(b) plans for local businesses. As an Accredited Investment Fiduciary, AIF® and Accredited Asset Management Specialist, AAMS® Josh serves these plans as a Fiduciary, always placing plan participant interests above all. Educating and guiding employees with company retirement plans is still one of Josh's favorite services he provides.
For 14 years, Josh has enjoyed assisting clients to identify their most important financial goals and build financial plans to seek the achievement of those goals. He looks forward to continuing in this role with Mollica Financial Group. Josh was raised in Hyde Park where he attended Roosevelt High and has two children. Rowing is a passion of his and he enjoys teaching people the sport in the early mornings on the Hudson River.