Joshua is a Wealth Advisor at JL Strategic Wealth of NewEdge Advisors. He prioritizes understanding the unique needs and financial goals of his clients, a standard he set when founding JL Strategic Wealth. With over 25 years of experience as a Wealth Advisor, he consistently helps clients navigate various financial planning strategies.

Based in Lakewood Ranch, Florida, Joshua focuses on investment services with an emphasis on asset management for high-net-worth individuals who are nearing or currently in retirement. He works to create investment portfolios designed to meet his clients’ needs.

Joshua previously held roles as a Branch Manager and Financial Advisor at Raymond James in Lakewood Ranch, Florida. He also worked at Bank of America Investment Services, where he served affluent clients in the Premier Banking and Investment Department at the Lakewood Ranch Wealth Center as a Senior Vice President. Before that, Joshua was a Wealth Manager with Wachovia Securities, managing Wachovia’s investment program across offices in Sarasota and Lakewood Ranch.

Joshua currently holds the Series 7 Securities license, Series 63, 65, and 24 securities licenses.

A graduate from Auburn University in Montgomery, Alabama, Joshua earned his degree cum laude in 1996. While at Auburn, he was a four-year baseball letterman and received recognition as an Academic All-American.

Born and raised in Alabama, Joshua currently resides in Lakewood Ranch, Florida, with his wife Jaimi, a schoolteacher in Lakewood Ranch, and his daughter Jorja. When he is not working with his clients, Joshua enjoys golfing, traveling, and spending time with his family.

Barbara Bruckner joins our team as a Client Services Manager, bringing thirty years of experience in private Banking to both the Sarasota and Chicago markets. Throughout her career, Barbara has been a trusted advisor to her clients and their families, providing exceptional client care along with customized banking solutions tailored to their specific financial goals.

Barbara has held positions as a Relationship Manager at Raymond James, served as a Vice President at Northern Trust Company, and provided Private Banking services to executives of large corporate and middle-market companies in Chicago. She is currently a member of the Northern Trust Quarter Century Club. Selected to bring her Private Banking expertise to the Florida market, Barbara relocated to Lakewood Ranch, Florida, in 1999.

Barbara obtained her BA in Business Administration from Mundelein College of Loyola University in Chicago, Illinois. In addition, she graduated from the Florida Graduate Trust School, a three-year program presented by the Florida Bankers Association. Barbara successfully completed Leadership Manatee, which is Manatee County’s premier leadership training program.

As a longtime resident of Lakewood Ranch, Barbara enjoys being a part of this vibrant community and is an active member of Faith Life Church.