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