Joshua Custer is a financial planner for the Private Wealth division of Blue Trust and primarily serves clients located in Naples, Florida.
Joshua supports Phil Fox, senior private wealth advisor, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs. Phil and Joshua are excited to serve the company’s growing client base in the Southwest Florida area.
Joshua also serves clients in the growing Institutional Division by helping secure, manage, and enhance institutional and high-net-worth client relationships, integrating each client’s financial information to develop, implement, and communicate customized investment solutions. He helps identify, research, and select investments for client portfolios, including alternative investments.
Joshua graduated with a Bachelor of Science in finance from John Carroll University where he also played football. He began working for Blue Trust in 2018 as a Financial Planner.
Joshua is married to his wife Maddie, is active in his church, Covenant Church of Naples, and serves on the church’s mission committee. He is a C12 member of Naples. He also serves on the Board of Directors for The Legacy Imperative. Joshua loves hunting, fishing, and playing golf in his spare time.
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BrittanyA2025-02-21 10:36:212025-02-21 10:36:21From Tithes to 1099s: Tax Terms to Know
