Joshua J. Devereaux
Wealth Planning Associate
Josh brings curiosity, composure, and an eye for detail to wealth planning. He originally studied aviation management where precision isn’t just a habit, it’s a responsibility. However, a hands-on introduction to investing, opening a Roth IRA and brokerage account, sparked a career pivot that stuck. He’s been immersed in investment markets and financial planning ever since.
Josh supports Stage Harbor’s Wealth Advisors and clients with planning analysis and portfolio implementation, drawing on experiences at Merrill Lynch and UBS. He joined Stage Harbor in 2023 after graduating cum laude from Bridgewater State University with a degree in Accounting and Finance. Josh is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification.
Outside the office, Josh channels his energy into the mountains, the ice rink, and on tee boxes. He snowboards (annual trips, with a soft spot for Jackson Hole), plays in a year-round men’s hockey league, and enjoys golfing. He is also an avid fan of sports, namely football and tennis.