Josh Feigelman, CIMA®, CPWA®, CEPA® in

Josh Feigelman, CIMA®, CPWA®, CEPA®

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Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management
📍 Boca Raton, Florida, United States

Josh Feigelman is a Senior Vice President and Wealth Management Advisor at Merrill Lynch, specializing in guiding business owners through exit strategies, retirement, and legacy planning. A University of Florida alumnus, he holds the Certified Exit Planning Advisor (CEPA®), Certified Private Wealth Advisor (CPWA®), and Certified Investment Management Analyst (CIMA®) designations.

Outside of his professional life, Josh maintains an active presence on social media where he shares insights and information related to wealth management and financial planning. He is based in the Boca Raton, Florida area.

He has been recognized by Forbes as one of the "Best-in-State Next-Gen Wealth Advisors" and as part of a "Best-in-State Wealth Management Team."

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Experience
14 Years
Current Role
Wealth Management Advisor, Senior Vice President
Job Level
Leadership
Location
Boca Raton, Florida, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Josh cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), his primary focus is helping entrepreneurs plan for and navigate the sale of their businesses.
Retirement Strategy
He focuses on creating financial plans that help ensure his clients' assets will last throughout their retirement.
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Career

Work history

6-2012
Wealth Management Advisor, Senior Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

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Education
2007 - 2011
Bachelor's Degree
University of Florida
2003 - 2007
High School Diploma/GED
Pine Crest School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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