Joshua Crane

Joshua R. Crane, CFP®
Wealth Regional Director Truist Bank

110 S Stratford Rd

Winston Salem, NC 27103

About me

Background

As a Wealth Regional Director, Josh Cranes leads a team of highly trained, knowledgeable, and trusted advisors who objectively serve successful families at all stages of their wealth journey. He has over 17 years of financial services experience across multiple lines of business, including retail, commercial, brokerage, and wealth management. He's a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a graduate of  BB&T’s Leadership Development Program, and a multi-year Sterling Performer.

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

North Carolina State University 2004

Personal Interests

Josh is a graduate of North Carolina State University and currently serve 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

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • 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.

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

Accomplishments

Sterling Performance Award
BB&T 2017
Sterling Performance Award
BB&T 2018
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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.