Joshua Crane

Joshua 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 502,

Winston-Salem, NC 27104-4230

About me

Background

Josh Crane joined the Hoge-Barrett Group in August of 2023 after serving as the Regional Managing Director of Truist Wealth for the Triad-Metrolina Regions for 7 years. In this role, he led a team of over 15 Wealth Advisors and specialist teammates, responsible for more than $3 billion in client assets. Josh brings more than 20 years of financial services experience in total, which began with BB&T and graduation from the BB&T Leadership Development Program.

Josh has spent his career helping business owners, executives, and high-net-worth families develop and address their goals, with experience in both advisor and management roles. He holds a CERTIFIED FINANCIAL PLANNERTM designation, Series 7, 66, and 24 licenses with FINRA and SEC. 

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 and have two children, Bo & Lucy. He is a graduate of North Carolina State University and previously served as a member of the board of directors for The Winston-Salem Foundation, Second Harvest Food Bank of Northwest NC, and the Providence Culinary Training Institute.

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 and/or wealth 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

To
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    The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.