Joshua Roberts is a Senior Client Services Associate at Cassaday & Company, Inc. and has been with the firm since June, 2021. He has two years of previous experience working as a Client Service Associate for an RIA in Reston, Virginia.
Joshua’s responsibilities include monitoring the activity of clients’ accounts, initiating client requests, assisting with general client inquiries, and maintaining an open line of communication between clients and their advisors.
Joshua graduated from Roanoke College with a Bachelor of Business Administration with a concentration in Legal Studies. He grew up in Roanoke, and now resides in Reston, Virginia. In his spare time, Joshua enjoys bowling, kayaking, and visiting the many local breweries and restaurants the DMV area has to offer.
Joshua is not registered with Osaic Wealth or Cassaday & Company, Inc., and does not offer securities or investment advisory services.