Josh Lawrence is a wealth management financial advisor based in Charlotte, NC.
Josh provides comprehensive wealth management and retirement plan services to high-net worth individuals, families, and businesses. His goal is to partner with clients throughout their personal and financial lives as a knowledgeable advisor and confidant, continually assessing their progress and assisting them in achieving their financial ambitions.
Prior to joining CAPTRUST, Josh was a consultant with TIAA in the Institutional Retirement Solutions Division. Earlier in his career, he held roles at Ernst & Young in the corporate and private tax departments.
Josh earned his Bachelor of Business Administration in accounting from Campbell University. He also earned his Master of Science in accountancy from Wake Forest University and his Master of Business Administration from Duke University.
Outside of work, Josh enjoys spending time with family, traveling, reading, and volunteering in his community.
Education
- Bachelor of Business Administration in accounting, Campbell University
- Master of Science in accountancy, Wake Forest University
- Master of Business Administration, Duke University
Industry Designations
- Certified Plan Fiduciary Advisor
- Chartered Retirement Plans Specialist℠
Industry Involvement
- Youth Sports Coach, CHAMP Sports Outreach
- Committee Member, Financial Therapy Association
Memberships
- Trust Advisors Institute
- National Association of Plan Advisors (NAPA)