Josh Crane, CFP®

Principal | Financial Advisor

Contact CAPTRUST
Biography
Credentials & Awards
Location(s)

Josh Crane is a wealth management financial advisor based in Winston-Salem, NC.

Josh works with business owners, corporate executives, and high-net-worth families, helping them navigate complex financial decisions through comprehensive wealth management. He specializes in financial and legacy planning, investment management, private banking, and insurance strategies, taking a coordinated approach designed to simplify financial complexity and preserve wealth across generations.

Josh began his career in the financial services industry with BB&T in 2003. Before joining CAPTRUST, he served as a financial advisor and wealth management leader at Truist, including seven years as wealth regional managing director for the Triad-Metrolina regions.

Josh earned a Bachelor of Arts in political science from North Carolina State University.

Outside of work, Josh enjoys spending time with his wife, Mary Katherine, and their two children.

Education

  • Bachelor of Arts in political science, North Carolina State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Memberships

  • Board Member, Second Harvest Foodbank of Northwest NC

Winston-Salem, NC

615 St. George Square Court #300
Winston-Salem, NC 27103

336.612.3269

Resources

Get Informed

From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.