Joshua Custer

Joshua D. Custer is a financial planner for the Private Wealth division of Blue Trust, primarily serving clients in Naples, Florida.1 He supports senior private wealth advisor Phil Fox by analyzing clients' financial conditions and developing customized recommendations to help them achieve their financial and life goals.1

Custer's responsibilities include:

1. Evaluating clients' estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations
2. Creating comprehensive financial plans tailored to clients' specific needs
3. Serving clients in the Institutional Division by managing high-net-worth client relationships
4. Identifying, researching, and selecting investments for client portfolios, including alternative investments

Custer graduated with a Bachelor of Science in finance from John Carroll University, where he also played football.1 He began working for Blue Trust in 2018 as a Financial Planner.1

Outside of work, Joshua is married to his wife Maddie and is active in his church, Covenant Church of Naples, serving on the church's mission committee.1 He is also a C12 member of Naples and serves on the Board of Directors for The Legacy Imperative.1 In his spare time, Joshua enjoys hunting, fishing, and playing golf.1