FUND A LIFE YOU LOVE
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Josh Proffitt

Wealth Advisor

jproffitt@lenoxwealth.com

 

Kolbe Score

7553


Top 5 StrengthsFinders

  • Competition
  • Achiever
  • Relator
  • Learner
  • Analytical

What three words best describe you?

  • Ambitious
  • Loyal
  • Thoughtful

 

What I like best about my role at Lenox

I love building meaningful relationships with people, learning about their families, interests and what motivates them, and ultimately working with them to help realize their goals and aspirations.


Special Certifications


Best advice I was ever given

It's not the years in your life that count, it's the life in your years.


What does “Fund a Life You Love” mean to you?

It means having the right tools, knowledge and confidence to accomplish whatever it is you set out to do in life, both personally and professionally.

 

Clients often tell us that we show them how to think about issues more thoroughly and help them ask the right questions. It’s a joy to see the peace of mind they experience when they have a plan in place that matches their financial goals and life dreams.

 

Biography

 

 Josh has spent his entire career in finance and financial services, working in corporate accounting, banking and wealth management. Most recently, he worked as a Senior Private Banking Relationship Manager with US Bank’s Private Client Reserve. Prior to that, he worked in PNC Wealth Management and PNC’s Private Client Group.

Josh has  Bachelors degree in Accounting from the University of Cincinnati and a MBA from Xavier University with concentrations in Finance and Information Technology. He also taught corporate finance courses at Thomas More College.

Josh lives in Northern Kentucky with his wife, Dana, and two children, Ava and Landon.