portrait of Josh Tice

About Josh

Our Work
I believe it is important to understand what each client is working toward, before offering them investment advice. I spend time listening and learning what each person's financial and life goals are. Relationships are key, and in our view, meeting face to face is the best way to build these relationships.

Our clients
My clients come to me during times of transitions. We help with complex moments in life such as prepping for retirement, starting retirement or transferring wealth to the next generation. I enjoy helping clients develop complex financial strategies while collaborating with other professionals such as accountants and...

Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesJune 2007 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Arkansas-Pine BluffBachelor of Business Admin

Personal Interests

  • Spending Time with Family
  • Golfing
  • Farming
  • Surfing

Team Members

  • Denise Musgrave
    Registered Branch Associate
  • Lindsey Reeder
    Sr. Branch Office Administrator
  • Peggy Friend
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

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

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