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Josh Shipley

Senior Vice President
  • Email:
  • Phone: +1-212-688-2458
  • License: 7, 66 and NYS Life, Health and Accident Insurance

Josh serves as a Senior Vice President for The Wool Group at Revere Securities. The Wool Group provides integrated strategies designed to help build, manage and preserve wealth for wealthy families, Endowments and Foundations. 

Prior to Revere Securities, Josh was a Financial Advisor at Morgan Stanley within the Wealth Management Division here he focused on servicing both domestic and international individuals along with their families. Josh holds a BS degree in Corporate Finance, from the Victor E. Salerno School of business at St. John Fisher College. At St. John Fisher, Josh was a four-year member of the football team where he and his teammates were awarded the 2014 Lambert Meadowlands Award. In his spare time he enjoys playing squash, golfing, and fishing. He is an active member of the New York Athletic Club as well as the Cardinal Football Alumni Alliance. Josh currently resides in New York City. 

He currently maintains a series 7, 66 and New York State life, health and accident insurance licenses. 

Contact Josh Shipley

For any general inquiries, please fill in the following contact form:
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