Principle Wealth Partners
Josh Ouellette, CFP®, is a Wealth Advisor and Relationship Manager at Principle Wealth Partners since March 2023. Prior to this role, Josh served as Vice President of Institutional Equity Sales at Morgan Stanley from February 2017 to March 2023. Josh's experience also includes working as a Regional Marketing Associate and Internal Wholesaler at Putnam Investments from June 2014 to February 2017, and as a Sales Associate at Amesbury Skate and Sport from 2005 to 2014, where Josh specialized in customer engagement and sales strategies. Josh holds a Bachelor of Arts in Economics from Union College, earned in 2014.
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Principle Wealth Partners
Principle Wealth Partners, located in Madison, CT, is an independent wealth management advisory firm specializing in a variety of financial planning services.