David Crew, MSFS, ChFC, CFSFinancial Planner
Phone: 770-353-6380 or 800-849-5916 x6380 DAVID L. CREW, MSFS, ChFC, CFS LPL Financial Planner David Crew has been providing sound financial advice to his clients for over 15 years. His ultimate goal is to help people and make a difference in their lives. He works exclusively with individuals, professional athletes and organizations that value quality advice and service and desire open, honest communication. David believes in a conservative, long-term approach to planning and values long-term ongoing client relationships, trust and commitment. He specializes in wealth management, retirement and distribution planning, estate and business transition planning. David earned his undergraduate degree in Journalism from the University of Kansas. His major studies were Broadcasting and Economics. David earned his Masters in Financial Services through the Institute of Business and Finance and he is a Chartered Financial Consultant earned through The American College. He is also a Certified Fund Specialist through the Institute of Business and Finance. David is also a member of the direcotry as a Registered Player Financial Advisor for the National Football League Players Association (NFLPA). He takes pride in the adherence to the strict code of ethics that these certifications entail. David provides financial planning through LPL Financial, Inc., a Registered Investment Advisor. He holds ten securities registrations and insurance licenses and is a Registered Representative with LPL Financial, Inc. David is an active member of the Financial Planning Association (FPA) and the Institute of Business and Finance. He is active in sports and enjoys family time. He also holds a variety of special events throughout the year for his clients to thank them for their confidence and trust in him. 
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200 Ashford Center North Phone: 770-353-6400 |