Joshua Childs
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Athens, GA 30601
Credentials
Series 66
Industry experience
10 years
Joshua Childs is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2015, he has worked closely with physicians’ practices to address their 401(k) needs and supports clients who are actively accumulating wealth. He assists clients in preparing for key financial milestones such as retirement and business sales. His approach emphasizes maintaining frequent and timely communication to build strong client-advisor relationships.
Joshua serves a diverse clientele including healthcare administrators, attorneys, business owners, and corporate executives, helping them manage new wealth and plan for retirement income, college education, tax minimization, philanthropic goals, and portfolio management. He coordinates with clients’ CPAs and attorneys to ensure comprehensive financial planning that aligns with their evolving circumstances and risk tolerance.
He holds a Bachelor’s degree in Finance from The Terry College of Business at the University of Georgia and has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joshua resides in Athens, Georgia with his wife and daughter. He contributes to his community by volunteering with the Sparrows’ Nest to serve food to the homeless and participates in mission trips to Jamaica.
Based on Merrill
$0 - $2,000,000: 1.10% (for Managed Strategy with MFSA under $2 million) $2,000,000+: 1.00% (for Managed Strategy with MFSA at and above $2 million)
Account minimum: $2,000,000 minimum to qualify for Premium Access Strategy per SEC data and Merrill brochure context; no other firm-wide minimum clearly stated
272 West Hancock Ave
Athens, GA 30601
Georgia · Texas
Bank Of America, N.a.
2015 - Present (11 years)
Merrill
2015 - Present (11 years)
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