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2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Josh Williford

Josh Williford is a Client Associate with Wells Fargo Advisors in the Greater Washington DC area with offices in McLean, Virginia. Josh brings an abundance of wealth planning and portfolio management experience to the team as he has been a part of...

ABOUT JOSH

Josh Williford is a Client Associate with Wells Fargo Advisors in the Greater Washington DC area with offices in McLean, Virginia. Josh brings an abundance of wealth planning and portfolio management experience to the team as he has been a part of several different types of financial services firms throughout his career. Mr. Williford specializes in portfolio analysis and construction, investment analysis, performance monitoring, financial modeling, manager due diligence, and investment planning.


Prior to joining Wells Fargo Advisors, Josh was the Director of Portfolio Management for a large Registered Investment Advisory firm in Columbia, Maryland for many years. Mr. Williford earned a Master of Science in Finance from American University in Washington, DC. He also earned a Bachelor of Science in Business Administration (Finance Concentration) from Frostburg State University where he graduated Cum Laude.


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