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Joshua S

Series 66

Sarasota, FL

Creativeone Wealth, LLC

Joshua Storey is a financial advisor with CreativeOne Wealth, LLC and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at firms including TriFound Advisory LLC, AE Wealth Management, and Merrill. He is also involved with Candor Wealth Strategies, an entity he uses for marketing insurance and advisory services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing a variety of investment strategies including ETFs, mutual funds, options, and private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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