Josh Hinkle

Josh joined Stifel as Vice President/Investments for Valley Wealth Management Group in May 2020, after serving in the same capacity at Wells Fargo Advisors. 

Josh began his career at Morgan Stanley in 2013, serving both individual and institutional clients.  He provides custom and comprehensive investment planning to affluent investors and their families and helps businesses effectively employ their corporate retirement plans.  Away from the office, Josh is heavily involved in his community, serving on several non-profit boards and coaching athletics.  He was named the 2017 Morning Call Baseball Coach of the Year, after guiding Wilson Area School District to a record setting season. Josh and his wife Meghan, a teacher, live in the Lehigh Valley with their sons Carter and Rhett. 

 

 

LICENSES

• Series 7, General Securities Representative
• Series 66, , Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)

 

MEMBERSHIPS

• Big Brothers Big Sisters of the Lehigh Valley, Board Chair and Executive Committee
• Team Giving Inc., President
• Allentown YMCA, Executive Council (Past)

 

PHILOSOPHY

Taking a simple approach to working with his clients, Josh believes that communication paired with individualized investment strategies are key elements to developing successful and long-term investment plans.  Creating a tailored investment plan is a process, so as your life circumstances change, so too will your plan.  Josh will help you navigate this process so your investments stay aligned with your long-term goals.