Josh Marriott, CFP®, CIMA®
PRIVATE WEALTH ADVISOR
Josh Marriott is Siller & Cohen’s most senior Private Wealth Advisor and is a member of the firm’s investment management team. In this capacity, Josh works closely with our clients to formulate, implement and monitor their comprehensive financial plans.
With over 13 years at Siller & Cohen, Josh has developed proficiency in executive, business owner, estate and insurance/risk management planning. Over the years he has been an integral part of Siller & Cohen, with a key focus on developing financial modeling capabilities to help our clients make decisions with the support of analytics.
Josh previously served as a member of Lincoln Financial Advisors / Sagemark Consulting national planning team. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation issued by the CFP Board of Standards. This designation is awarded to individuals who pass the CFP® exam and agree to abide by the high ethical standards set forth by the CFP® Board’s Standards of Professional Conduct. In addition, he holds the Certified Investment Management Analyst® (CIMA®) designation, issued by IMCA in conjunction with the Wharton School of Business. He is also Series 7 and 63 licenses.
Outside of work, Josh enjoys time at Candlewood Lake with his wife (Liz) and two young children (Austin and Abby). A native of Westchester County, Josh currently lives in New Fairfield, Connecticut.