Joshua D. McGlothlin

Wealth Management Advisor

Josh joined McKee Financial Resources Inc. in 2018, and is a Wealth Management Advisor with Gladstone Institutional Advisory, LLC.

 

Josh's goal and purpose is to help you with the complex needs that many of us come across throughout our lives.  This is done by taking the time to listen to each client, learning what's most important, and what your "why" is in life.

 

Once this is understood, Josh creates a financial plan and strategy to be sure your money is aligned with your goals.  Don't worry if life changes; Josh will be meeting with you as needed, continuing to monitor your plan, and making adjustments when a change makes sense.

 

Josh and his wife, Teryn, reside in Bloomington, Indiana, with their daughter, Savannah Grace, and were recently blessed with their second child, Jacob Bradley, in April 2022. When not working, Josh enjoys spending time with his family and their Boston Terriers, traveling, and sneaking in a round of golf from time to time.

Phone 812-477-8522
Fax 812-477-8521
Mobile Phone 812-613-4118