posted on February 14th 2017 in Fort Worth CFP Team Posts & WorthPointe News with 0 Comments /

Joshua Wilson, Chief Investment Officer at WorthPointe, will be speaking at the Private Wealth Texas Forum in Dallas on February 27, 2017. This one-day meeting of the largest family offices, private banks and registered investment advisors based in Texas provides an educational overview of asset allocation and protection strategies for the private client intermediary.

Joshua is a popular speaker who is often asked to participate in elite conferences and forums. Earlier this year, he was on the short list of industry experts who spoke at the Annual Private Wealth Texas Forum in Dallas, weighing in on a number of issues surrounding the financial markets.

Stay connected with Joshua at:

Twitter: http://twitter.com/thejoshuawilson
Blogs: https://www.worthpointeinvest.com/author/joshua-i-wilson/
YouTube: https://www.youtube.com/channel/UCfxGGri8XySyUpJcx-5_2tw

about the author: Joshua I. Wilson CMT

Josh-Wilson CMTJoshua I. Wilson, CMT®, AIF® is a partner and wealth manager who has managed over $2B for TD Ameritrade. Joshua led the national training and development program for all of TDA’s new advisors and managers, won a national coaching award. Joshua gave his graduation speech at Brown University. Joshua is a Chartered Market Technician® (CMT®) and a Accredited Investment Fiduciary® (AIF®).

Learn more and/or Contact Joshua

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