Joshua Keyes, AVP Wealth Manager

Joshua Keyes, AVP Wealth Manager

Serving Riverside Operations Center, San Jose Claire, Touchton Rd, Hutchinson Park and Blanding Coppergate

With over a decade of experience, Joshua offers comprehensive investment management and retirement planning to individuals, families, businesses, trusts and their beneficiaries.

His goal is to simplify the complex world of investments and help member clients preserve their hard-earned assets. The services include Wealth Management, Investment Advice, Retirement Planning, Individual and Trust Investment Accounts, Individual Retirement Accounts (IRAs), Traditional, Roth, SEP and SIMPLE IRAs, Life Insurance, Long Term Care Insurance, Estate Planning and Succession Planning.

He focuses on needs-based financial planning. That is the core of his planning process and with that he can provide personalized advice and independent recommendations.

Located locally in Jacksonville, Florida, he largely serves member clients in Duval, St. John's, Clay, Nassau, and Baker County, but he does serve member clients across the United States.

Additionally, he is a United States Army combat veteran and is often involved with various local US military veteran non-profit groups. He graduated locally from Jacksonville University, where he met his wife and planted their roots right here in Jacksonville, FL. Josh is an avid coffee drinker and is passionate about spending time with his family when not serving member clients.