Josh Sankes Email & Phone Number
Managing Director | Accredited Wealth Management Advisor SM | CDFA™ @ Intellus Advisors Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Josh Sankes Location
- Sarasota, FL, US
Josh Sankes Work
- Managing Director | Accredited Wealth Management Advisor SM | CDFA™ @ (October 2024 - Present)
- Co-Owner @ (June 2014 - October 2024)
- Accredited Wealth Management Advisor SM | Vice President of Investments | CDFA™ @ (April 2005 - October 2024)
- Professional Athlete @ Various Basketball teams (June 2001 - March 2005)
Josh Sankes Education
- College of the Holy Cross
Economics and Sociology (economics, international finance)
1998-2001
Josh Sankes Skills
- Wealth Management
- Asset Managment
- Life Insurance
- Annuities
- Long Term Care Insurance
- Disability Insurance
- 401k
- IRAs
- Securities
- Series 7
- Financial Advisory
- Portfolio Management
- Tax-advantaged Investment Strategies
- Retirement Planning
- Investment Advisory
- Estate Planning
- Alternative Investments
- IRA Rollovers
- Series 65
- Series 63
- Financial Services
- Strategic Financial Planning
- Fixed Annuities
- Asset Management
- High Net Worth Individuals
- Investments
- Wealth Management Services
- Trust Services
- 401(k) Plan Options
- 401k Rollovers
- To Create Better Kitchen Designs
- Tax Advantaged Investment Strategies
- Space Planning And Redesigning Existing And New Homes
- 401 Plan Options
Josh Sankes Summary
- Josh Sankes, based in Sarasota, FL, US, is currently a Managing Director | Accredited Wealth Management Advisor SM | CDFA™ at Intellus Advisors Wealth Management. Josh Sankes brings experience from previous roles at Hand & Stone Massage and Facial Spa, Raymond James and Various Basketball teams. Josh Sankes holds a 1998 - 2001 Economics and Sociology in economics, international finance @ College of the Holy Cross. With a robust skill set that includes Wealth Management, Asset Managment, Life Insurance, Annuities, Long Term Care Insurance and more. Josh Sankes has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Josh Sankes?
Find contact details for 700 million professionals.
Others Named Josh Sankes
Kenie Wrenn
Financial Advisor
Chapel Hill, NC, US
Top Intellus Advisors Wealth Management Employees
Karen Chancy
Co-Founder, Managing Partner
Naples, FL, US
Nancy Farias
COO, Director of Client Relations
Naples, FL, US
Bonnie Anderson
Senior Client Relationship Manager
Sarasota, FL, US
Jim Snyder
Senior Portfolio Manager
Naples, FL, US
Mikayla Way
Client Relationship Manager
Naples, FL, US
Nathan Shaffer
Financial Advisor
Naples, FL, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co