Get to know Joshua Storey

joshua-storey

Joshua Storey

Senior Account Manager

Joshua has almost a decade of experience in the financial services industry. After graduating from the University of South Florida with a bachelor’s degree in finance, he spent several years with Merrill Lynch as an investment and banking specialist before joining the TriFound team.

Joshua aims to build lasting relationships with his clients to help them achieve their financial goals. Along with retirement planning and income distribution, he is passionate about the importance of financial knowledge among high school and college students.

Joshua was born in Toronto, Canada, and has lived in the Sarasota area since 1991. He is married to Grace and has one son, Jaxon. Together, they enjoy boating, outdoor sporting events, zoos, parks and visiting Siesta Key Beach.

Favorite sports team: Tampa Bay Lightning