“I am a husband, father of six, and a veteran in institutional finance with over 25 years of experience helping U.S. advisors build resilient investment portfolios. My passion lies in simplifying the complexities of the financial markets and equipping individuals with the knowledge to navigate economic shifts confidently.

Through 7th Key Financial, I extend this mission beyond the advisory space, offering market insights, macroeconomic analysis, and interactive learning opportunities. My goal is to help people make smarter investment decisions by applying profitable strategies in both bull and bear markets—no Wall Street expertise required.”
— JT

JOSH TAYLOR

JOSH TAYLOR

Black and white photo of a smiling Josh Taylor in a suit with his arms crossed, standing in an office environment.

Joshua “Josh” Taylor (or “JT”) is a distinguished financial professional with over two decades of experience in investment management, financial planning, and business development. He has consistently driven growth by implementing innovative financial strategies and fostering strong client relationships. His expertise lies in retirement income planning, wealth management, and comprehensive financial advisory services.

Certifications & Expertise

Joshua holds two key professional designations that highlight his deep knowledge and commitment to excellence in the financial industry:

 • NSSA® – National Social Security Advisor Certification: This prestigious designation signifies Joshua’s advanced expertise in Social Security planning. With this certification, he provides clients with strategic insights to maximize their Social Security benefits, navigate complex claiming rules, and integrate these benefits into their broader retirement plans.

 • BFA™ – Behavioral Financial Advisor Certification: This credential underscores Joshua’s understanding of the psychological and emotional factors influencing financial decision-making. As a Behavioral Financial Advisor (BFA™), he helps clients make more informed, confident financial choices by addressing cognitive biases, improving financial behaviors, and creating personalized wealth-building strategies.

Industry Leadership & Client-Centric Approach

Joshua is recognized for his ability to cultivate and maintain strong relationships, both with individual clients and institutional partners. His approach is deeply rooted in educating and empowering clients, ensuring they have the tools and knowledge to make the best financial decisions for their future. He has played a pivotal role in developing investment strategies that align with clients’ risk tolerance, financial goals, and market conditions.

His insights into the financial sector have been shared across various platforms, reinforcing his thought leadership and dedication to continuous learning. Whether through speaking engagements, mentorship, or strategic planning, Joshua remains committed to helping clients and businesses thrive in a dynamic financial landscape.

Joshua Taylor, NSSA®, BFA™

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