Joshua Duksin is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in wealth management. He leads a team that offers comprehensive financial planning and investment consulting, focusing on areas including college education planning, divorce transition planning, executive compensation, family wealth management strategies, and retirement income. Joshua partners with clients individually to develop personalized financial strategies aimed at pursuing their long-term goals.
Joshua graduated cum laude from Clark University in 2000 and holds the designation of Personal Investment Advisor (PIA). He began his career at Merrill Lynch the same year and, after gaining experience with other major firms, returned to Merrill in 2009. His team emphasizes delivering attentive client service and addressing the diverse financial needs of their clients.
Outside of his professional work, Joshua is engaged in community volunteer activities. His personal interests include biking, boating, bowling, music, reading, spending time with family, swimming, tennis, traveling, and watching movies.