Joshua Mercurio - Josh joined Financial Resource Advisors in December 2014. He is a graduate of the University of Northern Iowa with a degree in economics and finance minor. His passion for financial advising grew under the experienced and personal mentorship of uncle, Mike Mercurio the five years prior to Mike’s retirement in 2019. Josh serves investors by planning for the long term, no matter if retirement, estate building or general savings is the goal. Josh is an integral part of the FRA ensemble team. He provides investment portfolio reviews, retirement model simulations and keeps abreast of the ever-changing investment opportunities. Josh is an Analyst on FRA’s Investment Committee; researching investments and making recommendations for investment models.
Josh married his best friend, Alexandria (Alex), in April of 2015. They spent the first few years of their marriage fostering their two nephews and two nieces, whom they legally adopted in 2018. After adding a baby in 2019 their house is as full as their hearts. As a family they love boating, camping and traveling. They attend Trinity Bible Church.