Today we’d like to introduce you to Josh Marr.
Hi Josh, so excited to have you with us today. What can you tell us about your story?
I graduated the University of Florida over a decade ago now with a degrees in Business Administration. Directly from college I got a job offer to work with West Marine, Inc, the boating company. They were located near Santa Cruz California so as a Florida boy I immediately took the opportunity to see the West Coast. I spent about 5 years with them and worked my way up to Ecommerce Manager for Fishing, Paddle, and Lifestyle sports. Was a great company to grow up with but then I was asked to come join the Inventory planning team at William & Sonoma, Inc in San Francisco. I spent about 3 more years in Cali bringing in product for the fortune 500 company before making the trip back home to Florida to be closer to Family. I ended up taking a job with Home Depot Pro in downtown Jacksonville importing product for the Home Depot Pro Division. Part of my team was responsible for importing the N-95 masks during Covid which made for quite a wild experience while I was there. After years in the Inventory Planning and Logistics world I decided I would like to step away from the stress of entire companies being upset that supply chain was disrupted by events like covid, or holiday, or port strikes, or the Evergreen turned sideways in the Suez, and a friend of mine asked me to come interview with First Command. My intent in college was to get my brokerage licenses and move that direction any way, but life had other plans at the time. Now I am working with some of the most experienced Broker/Dealers in the business and learning as much as I can on how to bring financial success to life.
Would you say it’s been a smooth road, and if not what are some of the biggest challenges you’ve faced along the way?
Absolutely not. No part of anything worth doing is ever smooth and it never goes how you plan it. There have been a lot of opportunities for improvement along the path I have set out on. Late nights, the early mornings, over a decade working with executive leaderships in fortune 500 or even fortune 50 companies. Relationships get tested, excel spreadsheets will leave your brain fried after a 60-hour week, financial budgets don’t go exactly how you put them together. The back and forth to the drawing board alone is enough to drive most people mad. Sometimes the only mindset you can fall back on is failure isn’t an option. Even then, sometimes “failure” is just a redirect to a better or different fit, so you roll with it and keep fighting. Just keep charging and things start to open up and the most unexpected times.
Thanks for sharing that. So, maybe next you can tell us a bit more about your work?
When you go to the gym and don’t know what to do, you hire a coach. When it comes to your finances, many people have no clue where to start which makes it tough to set yourself up for success. That is where I come in. I sit down and listen to people’s goals, dreams, and aspirations, and work them into a plan to help them achieve financial success on their terms. I am a financial advisor, planner, and coach all rolled into one. Some need help aligning a monthly budget, where others want to save up for a home, or education. Others have done so well for themselves, that they need advice on how to be more tax efficient with what they have earned so they can retain as much as possible for their legacy. Having spent 12 years in the corporate world I have been able to learn patterns of how big business operates and by having a firm grasp on that, I can make educated recommendations on how to achieve goals based on the needs of the client.
What matters most to you?
At this point in my life, Family. Spending a decade in the corporate world climbing the ladder and learning how a business works, runs, operates can be a hunger that you will never even begin to satiate. And for what return? There will always be another report, another holiday event, another TPS report that is due. Finding a career that can help individual people that want to help themselves, while maintaining balance in your own family has become the new goal in life. Too much time in my own head is never good, so if I spend more of my time trying to pursue servitude for others, things seem to go much smoother.
Contact Info:
- Website: https://advisor.firstcommand.com/us/fl/jacksonville-beach/djmarr
- Facebook: https://www.facebook.com/joshmarrfinancialadvisor
