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Wealth Management EDGE
June 8 - 10, 2027
The Boca Raton ResortBoca Raton, FL

Josh VanDervort
Regional Vice President - Advisory Life Distribution at Nationwide
Speaker

Profile

Josh VanDervort is seen as a thought leader in the investment advisory community by those who are focused on tax efficient solutions for clients and business owners. With his extensive knowledge in the RIA and Broker Dealer marketplace, he’s a valuable resource for those firms focused on holistic financial planning to the clients they serve.

Josh supports his partners with:

•Non-Qualified Tax Efficient Retirement Planning
•Legacy and Estate Planning
•Alternatives to Private Placement
•Policy Reviews and Analysis

As a Regional Vice President supporting Nationwide’s Advisory Life Distribution, he’s responsible for supporting RIA’s, Broker Dealers, BGA’s, and Outsourced Insurance Desks, nationally.

Josh is from Columbus, Ohio, but currently resides in Nashville, Tennessee with his wife and son. Josh and his wife are avid travelers and die-hard Xavier Basketball fans, which is also their alma mater. Josh graduated with a degree in finance and business management.

Agenda Sessions

  • Retirement income strategies for capturing retirement assets

    2:20pm