Josh Crane

Josh R. Crane, CFP®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Hoge-Barrett Group of Truist Investment Services, Inc.

110 S Stratford Rd

Suite 52,

Winston-Salem, NC 27104-4230

Josh.Crane@Truist.com

Phone 336-733-1137

Fax 336-722-8429

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About me

Background

Josh Crane brings over 23 years of experience as an advisor and wealth management leader. As a seasoned Financial Advisor, he is dedicated to serving business owners, corporate executives, and high-net-worth families with comprehensive planning and guidance. His relationship-driven approach, combined with clear and straightforward communication, forms the foundation for helping clients build, analyze, and implement strategies to achieve their financial and legacy goals.

Josh has spent many years as an Advisor and seven years as Wealth Regional Managing Director for Truist's Triad-Metrolina regions, developing deep experience in financial and legacy planning, investment management, private banking, and insurance. By leveraging a team-based approach and strong partnerships-both internal and external-Josh ensures clients receive service rooted in sound advice.

As a Certified Financial Planner(tm) professional, Josh holds FINRA Series 7, 66, and 24 securities registrations, along with life and health insurance licenses. He is a graduate of North Carolina State University and completed the BB&T Leadership Development Institute and Leadership Winston-Salem programs. Josh actively serves on several nonprofit boards and has previously volunteered with numerous organizations.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Political Science Degree
North Carolina State University 2004

Personal Interests

Josh and his wife, Mary Katherine, live in Winston-Salem with their two children, Bo and Lucy.

Specialties

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

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

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

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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