The MPW Team
MPW Financial Advisors strive to stand out in their dedication to their profession and their clients.
Our culture and partnerships seek to enhance our intellectual capital for prudent advice, while unrestricted access to financial markets supports your best interests.
Joshua Black MBA,CFPPresident and Advisor
Memphis Planning and Wealth is the result of insights gained by working for established investment and insurance based firms. Josh’s goal was to enable a culture of holistic and total life-cycle advice, while removing all the barriers that captive financial advisors experience with product-specific sales goals, limited technology, and restricted access to investment and insurance markets. From the outset his vision has been designed to be shared, offering turnkey independence to select advisors in Memphis.
Josh specializes in accumulation, pension benefit maximization, tax strategy, and estate planning. He leverages his strategic insights with local CPA’s, Bankers, and Estate Planning Attorneys to simplify his clients’ financial lives and provide the highest level of confidence in their plans.
He was raised in East Tennessee and has been a 10 year resident of Memphis. He completed his undergraduate studies at Stetson University, obtained an MBA from University of Tennessee at Chattanooga, and completed his Certified Financial Planner coursework at Christian Brothers University. He currently holds Series 7, 66, Life and Health, and Property Casualty licenses.
He resides with his family in Memphis and is former President of the Board for Greater Memphis Greenline, where he remains on the board. He enjoys travel, golfing, soccer, and coaches for Soccer Ole.
Kelsey grew up in Collierville, TN and attended Christian Brother’s University as a scholarship athlete. After obtaining her degree in Marketing in 2014, she began her career in financial services. She possesses life and health licenses and is working towards her Series 7 registration. She currently runs the daily operations of MPW and ensures the satisfaction of our clients.
She currently resides in East Memphis and continues an active lifestyle as a runner and volunteer for the CBU cross-country team.