Joshua Forkey, CFP®
Financial Planner
Josh began his financial industry career in 2003 and recently joined Private Capital Management, LLC (“PCM”) in June 2025 as a Financial Planner. Josh joined Private Wealth under PCM’s parent company, SouthState Bank (“SouthState”), as a Wealth Planning Advisor in 2020. He has worked at institutions of all sizes, most recently with a focus on Wealth Management and Financial Planning. The greatest reward of this work has been seeing the impact of sound planning on the lives of the families he partners with.
Josh graduated from SUNY Fredonia in 1999, with a degree in Business Administration. Josh is a Certified Financial Planner® professional. He is active in his community, where he volunteers as a high school basketball coach.
He and his wife Mary have two children. Along with watching their kids' sporting events, their favorite times together are traveling to new places and enjoying the local food.
Ready to Reach Out?
Contact Joshua by phone at (804) 273-9318 or via email at [email protected]
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