Josh Kincaid

Josh Kincaid, CFP®
Premier Advisor

110 South Stratford Road, 5th Floor

Winston Salem,, NC 27104

josh.kincaid@truist.com

Phone (336) 733-3373

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About me

Background

I am a Premier Advisor and Certified Financial Planner™ (CFP®) professional with Truist, servicing the North Carolina West Market.  I bring with me over a decade of Financial Services experience. Building authentic and lasting relationships with my clients is the highlight of my work, and it’s what helps me to facilitate an atmosphere of trust and fiduciary responsibility with every client interaction I have.

As a Premier Advisor, I specialize in holistic Financial Planning. My purpose is to help empower individuals and families to achieve their long-term financial goals by providing personalized guidance, comprehensive strategies, and ongoing support tailored to their unique needs and aspirations, while helping to provide an exceptional experience now and into the future.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Business Administration, Economics
Appalachian State University

Personal interests

My wife is a teacher, and together with our dog named Boone, we have called Winston-Salem home since 2017. When not at work, you can find me in the Blue Ridge mountains, smoking ribs or a brisket for family get-togethers, or reading the latest novel at a local coffee shop.

Specialties

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

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