Cfp® Joshua Levell

Joshua Levell, CFP®, has a diverse work experience in the finance industry. Joshua is currently working at First Western Trust as the Vice President and Portfolio Manager, a role they have held since April 2023. Prior to this, they worked at the same company as the Assistant Vice President and Portfolio Manager from September 2022 to April 2023. Before joining First Western Trust, Joshua worked at Mattern Capital Management as a Trading/Financial Planning Specialist from August 2020 to September 2022. Joshua also has experience with Wells Fargo Advisors, where they served as a Financial Advisor with The Grand Union Investment Group from April 2019 to August 2020. Joshua started their career at Wells Fargo Advisors as a Wealth and Investment Management Analyst from January 2018 to April 2019 and as a Wealth and Investment Management Intern from May 2017 to January 2018. Prior to entering the finance industry, Joshua served in the United States Marine Corps as a Sergeant/Communications from September 2010 to August 2014. Overall, Joshua Levell has a well-rounded background in finance and has gained valuable experience in various roles throughout their career.

Joshua Levell, CFP®, holds a Bachelor of Science (BS) degree in Finance and Financial Management Services from Clemson University. In August 2021, they obtained the Certified Financial Planner (CFP) certification from the CFP Board. There is no specific information provided regarding the duration of their studies at Clemson University or any other educational experiences they may have had.