Josh Alford

Investment Specialist
CA Insurance License #4199183

Office Information

Office Phone
100 E. Tryon Road
Raleigh, NC 27603

Areas Served

All of US

Get to know us

At First Citizens Wealth Management, we’ve been helping clients plan for the future for over 100 years. It’s a heritage that shapes the service we offer and the values that guide us. Every day, our teams provide advice and solutions that empower clients like you to plan for their dreams and safeguard the future for themselves and their loved ones.
When you work with the Client Solutions Center at First Citizens, we begin with a conversation over the phone or through secure video call. My goal is to fully understand what you and your family want for your future. Based on those discussions, I’ll create a comprehensive, personalized plan for you that includes our best thinking on strategies to fit your needs and help avoid potential pitfalls along the way. And as we uncover areas of your plan that need to be addressed, I’ll pull in other experienced financial professionals from our team to meet those needs.
Regardless of where you are in your financial journey or where you are in the U.S., I can help you build a comprehensive and customized plan – so you can make more informed and effective decisions about your money.

We can help you accomplish so much more.

First Citizens prides itself on strength, stability, and consistency. In delivering customized advice, tailored strategies, and personal attention, I can help you:

  • Create and execute a comprehensive plan to address all of your financial goals;
  • Determine the best ways to establish security for you and your family now and in the future;
  • Evaluate your options to protect your assets;
  • Save in a tax-efficient way to build wealth; and
  • Coordinate with your tax and legal professionals so your planning is consistent.

Focus Areas

Asset Allocation
Financial Planning
Retirement Planning

Education & Certifications

Bachelor's in Finance, University of Charlotte at North Carolina
Masters in Trust and Wealth Management

Licenses & Registrations

FINRA Series 7 - General Securities Representative Exam
FINRA Series 66 - Uniform Combined State Law Exam
Life Insurance License
Certified Financial Planner


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See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck. Learn more information about this representative's Professional Designations.

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Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.

First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment associate; and First Citizens Asset Management, Inc., an SEC-registered investment associate.

Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.

Bank deposit products are offered by First Citizens Bank, Member FDIC.Member FDIC logo