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Josh Slezak, Financial Advisor

FINANCIAL ADVISOR
Josh Slezak

CFP®
101 Conner Dr Suite 202, Chapel Hill, NC 27514opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • College Savings
  • New Investors
  • Portfolio Reviews

About Josh

When I was 14, my mom and dad brought me with them to their annual review with their Edward Jones financial advisor. I had saved up $500 from yard work around the neighborhood and my parents wanted to get me exposed to the world of investing. From then on, I contributed to my investment account and was captivated as I watched it grow, knowing that I was investing in my future.

Years later, I left for college and was able to use part of the money I had saved and invested to purchase my first car, debt free. It was here...

Work History

  • Edward JonesJune 2019 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lindenwood UniversityBachelors

Personal Interests

  • Sports Enthusiast
  • Community Outreach
  • Traveling
  • Personal Fitness
  • Reading

Team Members

  • Tori Capehart
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(919) 918-4017

Fax

(855) 616-6860

Office Address

101 Conner Dr Suite 202
Chapel Hill, NC 27514opens in a new window

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