Josh Pratta, CFP®, PPM

Managing Director Financial Advisor Truist Investment Services, Inc.

As a Truist Financial Advisor and Managing Director of The MAP Financial Group of Truist Investment Services, Inc., Josh Pratta helps clients develop and implement investment strategies to address their immediate and future goals. Drawing on more than 10 years of financial-services experience, Josh follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to help them reach a state of financial well-being. He focuses on the high-net-worth market and consults on retirement planning, risk management, and other critical financial strategies. Josh has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Preferred Portfolio Management (PPM) designation.