Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been employed since 2020. In his current role since 2025, he focuses on helping clients optimize the benefits their companies offer and works to build long-lasting relationships that support clients' financial goals. Prior to this, he held various positions within Fidelity, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Before joining Fidelity, Joshua worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua's career has provided him with experience in benefits planning, workplace consulting, and high net worth client services. This background supports his work in assisting clients with both short and long-term financial planning. Outside of his professional responsibilities, Joshua enjoys comedy, family activities, football, golf, and traveling.