Joshua E. Carelli
Director, Wealth Advisor
O: (561) 405-6609
M: (561) 595-7027
jcarelli@greenlinewm.com
Joshua Carelli brings over a decade of experience in the financial services industry to his role as Director at Greenline Wealth Management. Committed to helping clients achieve their financial goals, Josh has built a reputation for providing personalized and strategic guidance tailored to each individual client’s needs. Josh views his work as more than just a career—it’s an opportunity to positively impact the financial outcomes of individuals.
Prior to joining Greenline Wealth Management, Josh was responsible for consulting small to medium-sized businesseson their retirement plan benefits and facilitating commercial banking and lending needs.
At Greenline Wealth Management, Josh is committed to guiding clients towards financial security and prosperity, one personalized plan at a time. With a blend of expertise, dedication, and a genuine passion for helping others succeed, Josh stands ready to make a meaningful difference in the lives of their clients.
A native Floridian, Josh loves being outdoors in the beautiful South Florida sun! In his spare time Josh enjoys working out, golfing, boating, and spending time with family and friends.