Joshua Crane

Joshua R. Crane, CFP®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Hoge-Barrett Group of Truist Investment Services, Inc.

110 S Stratford Rd

Suite 502,

Winston-Salem, NC 27104-4230

Josh.Crane@Truist.com

Phone 336-733-1137

Fax 336-722-8429

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About me

Background

With over 23 years of experience as an advisor and wealth management leader, Josh is a seasoned Financial Advisor dedicated to comprehensively serving and advising business owners, corporate executives, and high-net-worth families. His relationship-oriented attitude coupled with his straightforward and clear communication style serve as the foundation for leading clients through building, analyzing, and implementing all facets of their financial and legacy goals.

Having served many years as an Advisor and seven years as the Wealth Regional Managing Director for Truist’s Triad-Metrolina regions, Josh has developed a deep knowledge base in the areas of financial and legacy planning, investment management, private banking, and insurance. Taking a team-based approach, Josh has surrounded himself with key partners, both internal and external, to ensure an exceptional client experience focused on sound advice and responsive service.

As a CERTIFIED FINANCIAL PLANNERTM, Josh holds FINRA Series 7, 66, and 24 securities registrations as well as life and health insurance licenses. Josh is a graduate of North Carolina State University as well as the BB&T Leadership Development Institute and Leadership Winston-Salem. He currently serves on the board of several non-profit organizations and previously served on numerous others.

Josh and his wife, Mary Katherine, live in Winston-Salem and have two children, Bo, & Lucy.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Political Science Degree
North Carolina State University 2004

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

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