D: 205.314.6208 | F: 205.879.1114
600 University Park Place, Suite 501 | Birmingham, AL 35209
Josh Lancaster is a Member of Warren Averett Asset Management. He was an investment advisor and Chief Compliance Officer for 21 years with Kinsight, who merged with Warren Averett Asset Management in 2017. He serves as a Member in the Firm. Josh is married to his high school sweetheart, Laura, and they have two daughters and three sons.


Bachelor of Business Administration, Banking & Finance, Mississippi State University, Starkville, MS

Professional Affiliations

  • CFA Society of Alabama

Community Involvement

  • Shades Mountain Independent Church, Volunteer, Children’s Ministry and Family Fellowship Dinner Ministry

Ask Me About

  • Why being a Fiduciary for our clients is important
  • Why not to watch and read so much 24/7 news
  • Your ability to take risk can be different than your tolerance for risk
  • How I met my wife of almost 30 years
  • Why we homeschooled our children
  • How our family of seven travels all over the United States in a minivan and actually enjoys it