Josh Estes is a dedicated Director Client Operations and Wealth Advisor at Lodgeview Wealth Advisors, known for his commitment to making a meaningful impact in his clients’ lives. Born in Nashville, TN, and raised in Lake Wylie, SC, Josh has been a resident of Columbia, SC since 2004. His approach to his work is client-centered, always prioritizing their needs and striving to create positive changes in their financial situations.
Josh is an alumnus of the University of South Carolina, where he earned his Bachelor of Science degree. His academic background laid the foundation for his career in financial consulting, where he enjoys the challenge and reward of assisting clients with their financial goals and needs. Josh’s personal mission is to partner with his clients, ensuring their best interests are at the forefront of all decisions.
In his personal life, Josh is an avid sports enthusiast, enjoying tennis and golf. He also loves traveling with friends and family, exploring new places and creating lasting memories. These hobbies reflect his dynamic personality and his belief in a well-balanced life. Josh’s goals over the foreseeable future are to maintain his current dedication and client-focused approach and to help ensure a continued trajectory of success and meaningful client relationships in his professional journey.
Education & Professional Role:
- Bachelor of Science, University of South Carolina
- Wealth Advisor at Lodgeview Wealth Advisors
Interests & Personal Life:
- Enjoys playing tennis and golf.
- Loves traveling with friends and family.
- Passionate about maintaining a balanced lifestyle with personal interests and professional.
