Joshua Forkey, CFP®
Wealth Planning Advisor
Senior Vice President
Richmond, VA
Joshua Forkey, CFP®
Josh began his financial industry career in 2003 and joined SouthState in 2020. He has worked at institutions of all sizes, most recently with a focus on Wealth Management and Financial Planning. The greatest reward of this work has been seeing the impact of sound planning on the lives of the families he partners with.
Josh graduated from SUNY Fredonia in 1999, with a degree in Business Administration, and also holds a designation as a Certified Financial Planner. He is active in his community, where he volunteers as a high school basketball coach.
He and his wife Mary live in Powhatan, Virginia with their two children. Along with watching their kids' sporting events, their favorite times together are traveling to new places and enjoying the local food.
Josh graduated from SUNY Fredonia in 1999, with a degree in Business Administration, and also holds a designation as a Certified Financial Planner. He is active in his community, where he volunteers as a high school basketball coach.
He and his wife Mary live in Powhatan, Virginia with their two children. Along with watching their kids' sporting events, their favorite times together are traveling to new places and enjoying the local food.
Certifications
- Certified Financial Planner, CFP®
Education
- SUNY Fredonia, Business Administration
Important Legal Disclosures and Information
- SouthState Wealth represents the collective departments and subsidiaries of SouthState Bank, N.A. that provide wealth management services. Products and services are not bank deposits, nor are they insured by the FDIC or any Federal Government Agency, and are not backed or guaranteed by SouthState Bank, N.A. or its affiliates. Securities involve investment risks, including possible loss of principal.
