Cfp® Joshua Pham

Joshua Pham, CFP® is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management based in Atlanta, Georgia.1 He has extensive experience in the financial services industry, including:

• Current role as Financial Advisor and Vice President at Merrill Lynch Wealth Management since January 20201
• Previous experience as a Financial Consultant at Fidelity Investments for over 6 years1
• Earlier roles as a Financial Advisor at Merrill Lynch and Licensed Banker at SunTrust1

As a Certified Financial Planner (CFP®), Joshua Pham provides wealth management and investment advisory services to clients.2 He works with individuals to understand their full financial picture and create personalized strategies to help them pursue their financial goals.2 His services include:

• Designing and implementing wealth management plans
• Providing access to Merrill's investment insights
• Offering banking and lending solutions through Bank of America

Joshua Pham is fluent in Vietnamese, with native or bilingual proficiency.1 His LinkedIn profile username is joshpham, as mentioned in the query.