Josh Ratcliff

Wealth Management Assistant

Bachelor of Business Administration in Management/Entrepreneurship
Texas Tech University
Financial Advisor

Areas of Expertise

Business Succession Planning
Estate Planning


    Josh joined the firm in February of 2014. A graduate of Texas Tech University, Josh earned a Bachelor's Degree in Business Administration - Management/Entrepreneurship. After obtaining his securities licenses and insurance licenses, Josh is now pursuing his CERTIFIED FINANCIAL PLANNER™ designation.

    With a strong passion for bettering his community, Josh is an Eagle Scout and remains an active leader in his Boy Scout Troop, 181 of Lumberton where he volunteers his time with the boys teaching various merit badge classes and skills.

    Josh is also a numismatists. He loves learning about the history behind coins and is an avid collector. He often travels to attend shows around the country.

    * Securities offered through 1st Global Capital Corp., Member FINRA/SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc. We have individuals licensed to offer securities in the states of Texas, Florida, Oregon, Michigan and Oklahoma. This is not an offer to sell securities in any other state or jurisdiction.