Josh Weisbrot’s career as a Financial Advisor began over thirty years ago at EF Hutton in Great Neck, New York. He has been with Morgan Stanley and its predecessor firms since 1987, and is recognized as a Century Council Member since 2000. Josh graduated from Queens College of The City University of New York with a degree in Psychology.
Over the years, Josh has witnessed many bull and bear markets, as well as the ebbs and flows of economic and business cycles. He is cognizant of the many emotional factors that can affect investment decisions. Josh’s extensive experience enables him to help his clients confidently navigate the inevitable ups and downs of the capital markets. Among his clients and friends he is known as “the calm in the midst of a storm”.
After spending many years on Long Island, Josh moved to the Purchase branch to be closer to his New Rochelle home where he lives with his wife and two children when they are home from college. He is involved in several philanthropic causes, among them, Hope and Heroes for children with cancer and Chai Lifeline Children’s Memorial Fund. An avid athlete, Josh enjoys golf, skiing and bicycling in his spare time.
Services Include
- Wealth Consulting
- Wealth Management
- 401(k) Rollovers
- 529 Plans
- Annuities
- Asset Management
- Cash Management
- Certificates of Deposit
- Fixed Income
- Life Insurance
- Municipal Bonds
- Retirement Planning
Securities Agent: TX, OR, ME, IN, WA, FL, DC, MD, DE, CA, PA, NH, LA, GA, CT, NJ, SC, NY, CO, NC, MI, MO, MA, NV, VA, IL, WI, VT, OH; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1312838