David Crew, MSFS, ChFC

Financial Planner

Phone: 770-353-6380
Fax: 770-353-6338
E-mail: dcrew@intfingroup.com

David Crew has been providing sound financial advice to his clients for over 13 years. In this time he has assisted a large number of individuals and businesses in accomplishing their financial goals. He works exclusively with individuals 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 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 Securities America Advisors, Inc., a Registered Investment Advisor. He holds nine securities registrations and insurance licenses and is a Registered Representative with Securities America, Inc.

David is an active member of the Financial Planning Association (FPA) and the Institute of Business and Finance.

He also holds a variety of special events throughout the year for his clients showing that he values their confidence and trust in him.