Joshua Walters is a Client Relationship Manager with Oxford Financial Group, Ltd. Joshua utilizes his extensive experience to serve client’s day-to-day needs and deepen relationships.
I firmly believe that the key to a strong relationship with my clients is to always have their best interest as my top priority.
Prior to joining Oxford, Josh was an account manager at CIBC Private Wealth Management where he managed the daily needs of clients and supported a team of Managing Directors. Before that, he served as a Client Service Associate with J.P. Morgan Private Bank.
Josh received his Bachelor’s degree from Illinois State University. He is a Certified Financial Planner professional and holds his Series 7 and Series 63 licenses.
Josh lives with his wife and three daughters in Chicago’s Beverly neighborhood. In their spare time, they enjoy traveling and showing their daughters as much of the world as they can.