GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
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.