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portrait of Joshua R Albert
FINANCIAL ADVISOR

Joshua R Albert

AAMS™
1661 W Elk Avenue, Elk Plaza Shopping Center, Duncan, OK 73533opens in a new window
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About Joshua

It has been my pleasure serving the great community of Duncan since 2018. Prior to Duncan, I started my career with Edward Jones in Midwest City.

Since I started my career, it has been my passion to help individuals, their families and their businesses achieve a wide range of goals by organizing, building, protecting and transferring their wealth. I do this by using an established process of client centered wealth strategies. We create a team around our clients by utilizing tax professionals, attorneys and other professionals with the client at the center, all working together to provide one unique plan...

Focus Areas

  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Work History

  • Edward JonesJanuary 2018 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • East Central UniversityBachelor of Science
  • East Central UniversityBachelors

Team Members

  • Shelley Keenan
    Branch Office Administrator

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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 - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(580) 252-9381

Fax

(866) 855-9870

Office Address

1661 W Elk Avenue
Elk Plaza Shopping Center
Duncan, OK 73533opens in a new window

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