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Joshua C Rosenberg, ChFC®

Joshua C Rosenberg, ChFC®

Investment Advisor Representative

Josh is a graduate of the University of North Carolina at Wilmington and joined Nabell Winslow in 2015. In addition to his position as an investment advisor representative, he is responsible for operations, research, and analytics. His background in economics and mathematics allows Josh to see the whole picture when it comes to his client’s financial needs and future goals. He then helps clients to implement the necessary tactics and strategies to best reach those goals in order to pursue a higher level of financial freedom and independence. 

Josh is originally from Sandy Spring, Maryland but came to Wilmington to study at UNCW. He received a Bachelor of the Arts Degree in Economics with minors in Mathematics and Philosophy, achieving a 4.0 in the Cameron School of Business and graduating Summa cum Laude. Josh holds series 7 and 66 securities registrations, life, health, and long-term care licenses, as well as the Chartered Financial Consultant (ChFC®) designation from the American College of Financial Services.

In his free time Josh is an avid beach volleyball player, playing competitively along the east coast and a regular at Capt’n Bills Backyard Grill as well as Dig and Dive. He also enjoys teaching the game through coaching youth teams competing in Junior Olympics. Josh is recently engaged to his beautiful fiancé, Shelby Koenig.

 

Education

University of North Carolina - Wilmington

Bachelor's of the Arts in Economics, Minors in Mathematics and Philosophy

 

Accolades

Chartered Financial Consultant (ChFC®)

The American College of Financial Services

 

Memberships and Boards

Wilmington Rotary Club

Member

Ability Garden at New Hanover County Arboretum

Board Member