Harrison Cross,
CFA®, CFP®
Director
Portfolio Management Officer
Truist Investment Services, Inc.
Director
Portfolio Management Officer
Truist Investment Services, Inc.
110 S Stratford Road
Suite 502,
Winston Salem, NC 27104
About me
Background
Harry joined Truist Investment Services, Inc. in October 2021. In his role, Harry will be working directly with Brett, Alex, and Josh to oversee the management of client assets, execute trading strategies, monitor risk management, and develop investment theses. He will also be leading the group’s portfolio reporting and cash management efforts. Harry joins us from Franklin Street Partners in Chapel Hill, NC where he was a fixed income and alternatives portfolio manager.Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Personal Interests
Harry is a graduate of the University of Virginia and earned his MBA from Vanderbilt University’s Owen Graduate School of Management. He holds both his Chartered Financial Analyst® (CFA) and Chartered Market Technician® designations, as well as the FINRA Series 7, 63 and 65 securities registrations. Harry lives in Winston-Salem with his wife, Katie, and their two children, Bridgman and Fletcher. He enjoys spending time with family, playing golf, running, watching UVA sports and visiting local breweries.
Accomplishments
Best-In-State Wealth Management Team
Forbes
2024
External
Best-In-State Wealth Management Team
Forbes
2025
External
Best-In-State Wealth Management Team
Forbes
2026
External
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.
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