Joshua Custer is a Financial Planner for the Private Wealth division of Ronald Blue Trust and primarily serves clients located in Indianapolis, Indiana and Naples, Florida.
Joshua supports Phil Fox, Sr. Private Wealth Advisor, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs. Phil and Joshua are excited to be working to better serve the company’s growing client base in the Naples area.
Joshua graduated with a Bachelor of Science in Finance from John Carroll University where he also played football. He began working for Ronald Blue Trust in 2018 as a Financial Planner.
Joshua is active in his local church and volunteers at Pregnancy Resource Center of Southwest Florida.