We are thrilled to announce the promotion of Josh Holland to Financial Planner. Josh joined Sycamore nearly five years ago, and he has advanced through progressively more challenging roles in our firm. Josh has been instrumental in supporting the firm’s Senior Financial Planner as the firm has grown. In his new role, Josh will be serving his own clients out of our Durham, NC office.
Josh brings a wealth of experience to his new role with over 10 years of experience working in a combination of corporate and personal financial advisory roles. While at Sycamore he has demonstrated the highest quality of financial planning. Josh, like all advisers at Sycamore Financial Planning, is a comprehensive financial planner serving clients’ holistic financial planning needs. In addition, Josh has demonstrated expertise in cash flow planning, investment portfolio management (including Socially Responsible Investment portfolios), and long-term care & CCRC planning. Josh enjoys working with a diverse clientele helping them meet their goals for spending, saving, funding college, entering retirement, managing risk, and making career changes.
Please join us in congratulating Josh and welcoming him to his new role at Sycamore!
You can learn more about Josh on Our Team page including an interview with Josh.