Josh Isley, CFP®

Vice President | Financial Advisor

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Biography
Education & Other Highlights
Location(s)

Josh Isley is a wealth management financial advisor based in Raleigh, NC.

Josh joined CAPTRUST in 2017 and serves as vice president and financial advisor. He helps individuals and businesses navigate complex financial situations through sound financial planning and advice. Josh joined CAPTRUST full-time upon graduating from North Carolina State University in 2017. His tenure at CAPTRUST has been dedicated to specializing in discretionary investment management.

Josh holds a Bachelor of Science degree in business administration with a concentration in finance, minor in accounting from North Carolina State University, and the designation of CERTIFIED FINANCIAL PLANNER™ (CFP®). In his personal time, Josh enjoys spending time with friends and family and staying active in the community.

 

Education

  • Bachelor of Science degree in business administration with a concentration in finance, minor in accounting from North Carolina State University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™

Resources

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