Josh Harrison is an associate advisor for the Private Wealth division of Blue Trust and serves his clients out of the office in Seattle, Washington.
As a CERTIFIED FINANCIAL PLANNERĀ® professional with over 12 years of experience in the financial industry, Josh provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each clientās unique needs. He oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Josh supports investment management through reviews, rebalancing, and reporting. Committed to excellence,Ā heĀ fosters strong client relationships and actively contributes to the teamās growth.
Before joining the company, Josh was a client advisor at Bessemer Trust and a senior associate at Highland Private Wealth Management, specializing in investments and managing client relationships. Earlier in his career, he worked as a senior associate at Laird Norton Wealth Management, assisting advisors with managing client relationships. Josh began his career as a property accountant at Unico Properties, preparing financial statements for commercial properties.
Josh graduated from the University of Washington with a degree in business administration, specializing in accounting and finance.
Active in his community, Josh is involved with his local church. He and his wife, Mikhayla, live in Bellevue, Washington.
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BrittanyA2026-01-16 15:00:332026-01-16 10:47:06A Day to Reflect on Conviction, Service, and Calling
