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Top 30 financial advisors of 275 near 29486
Out of 400,000+ nationwide
Maurice B
Series 66
Moncks Corner, SC
Edward Jones
Hannah R
CFP®, Series 66
Daniel Island, SC
Edward Jones
James T
Series 66
Summerville, SC
Edward Jones
Thomas F
CFP®, Series 66
Hanahan, SC
Edward Jones
Leslie B
CFP®, ChFC®, Series 63, Series 66
Summerville, SC
Edward Jones
Thomas J
Series 66
Summerville, SC
Edward Jones
Cheri G
Series 66
Moncks Corner, SC
Edward Jones
Sarah B
Series 66
Summerville, SC
Edward Jones
Josh L
Series 66
North Charleston, SC
Fidelity
Josh Lucarelli is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He specializes in assisting clients with understanding their finances and developing personalized plans that align with their goals and lifestyles. His work involves simplifying complex financial topics and providing clear guidance tailored to clients' evolving needs and priorities. Prior to his current role, Josh served as a Planning Consultant at Fidelity Investments from 2024 to 2025 and as a Relationship Manager at the same company from 2021 to 2024. Through these roles, he has gained experience in financial planning, investment management, and client relationship management. Outside of his professional responsibilities, Josh has interests in beach activities, boating, golf, snowboarding, soccer, and traveling.
Brandon O
Series 66
Summerville, SC
Edward Jones
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Finding advisors...
Top 30 financial advisors of 275 near 29486
Out of 400,000+ nationwide