portrait of Joshua Sucov

About Joshua

I was born in Brooklyn, NY, and grew up in Pittsburgh, PA. After graduating from Penn State University, I began my career in commodities and financial services which took me to many fascinating places throughout the world and ultimately back to New York, where I became a trading member of the New York Board of Trade.

My motivation for becoming a financial advisor is my youngest son who is a young man with autism. I realized that many people, not just families with a loved one with special needs, have not planned for the future and from my own experience, understood...

Focus Areas

  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Divorce Finances
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities

Work History

  • Edward JonesJune 2022 to Current
  • Bank of AmericaOctober 2017 to June 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChSNC®

    CHSNCUSA

Education

  • Pennsylvania State UniversityBachelor of Science

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