Joshua Phillips began preparing for a future in financial services when he was a college student earning his Bachelor’s in Business Administration and focusing on finance. Joshua joined EP Wealth Advisors in 2022 after a role as a Financial Services Professional at MassMutual Pittsburgh. He enjoys finance in general, and is especially inspired by the opportunity to help people achieve their goals for a successful financial future by working with the firm’s diverse team of wealth management specialists. When he isn’t assisting clients, he looks forward to traveling, reading and playing the piano.
Youngstown State University, B.S., Business Administration – focus in finance and minor in accounting