Josh Martin is a wealth management financial advisor based in Raleigh, NC.
Josh helps individuals and families prepare for retirement and navigate key financial milestones throughout life. He takes a comprehensive approach to financial planning, incorporating tax, estate, and risk management strategies to help clients make informed decisions with confidence.
Before joining CAPTRUST in 2026, Josh worked as a financial advisor at UBS and RBC Wealth Management.
Josh earned his Bachelor of Arts in sport administration from the University of North Carolina at Chapel Hill and his Master of Science in marketing from the University of Nottingham. He earned golf scholarships to attend both institutions.
Outside of work, Josh enjoys spending time with his family, giving back to the community, traveling, and playing golf.
Education
- Bachelor of Arts in sport administration, University of North Carolina at Chapel Hill
- Master of Science in marketing, University of Nottingham
Industry Designations
- CERTIFIED FINANCIAL PLANNER®