CONSORTIUM MEMBER SINCE 2003

David Crew

MSFS, ChFC, CFS

Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770-353-6380 or 800-849-5916 x6380
Fax  |  770-353-6338
E-mail  |  dcrew@intfingroup.com
www.integrated-financial-group.com



Member Profile

Client Vision

David Crew is an approachable, seasoned financial advisor working exclusively with executives, business owners, and professional athletes. David focuses on helping his clients pursue a work-optional lifestyle through conservative, long-term investment management and financial planning. With over two decades of experience in wealth management combined with an early career in broadcasting and retail management, David offers his clients thorough, personalized guidance with his unique blend of humor, optimism, and skill. He values regular, open communication and collaborative strategic planning with clients seeking ongoing wealth management services.


Areas of Expertise

  • Wealth Management
  • Retirement & Distribution Planning
  • Estate & Business Transition Planning
  • Money Concerns & Budgeting

Education/Certification

  • Master of Science in Financial Services Degree, Institute of Business and Finance
  • Investment Advisor Representative with LPL Financial
  • Chartered Financial Consultant, The American College
  • Certified Fund Specialist, Institute of Business and Finance
  • Bachelor of Science in Journalism, University of Kansas
  • Registered Player Financial Advisor, National Football League Players Association (NFLPA)
  • Financial Planning Association (FPA) Member
  • Institute of Business and Finance Member
  • Holds 4 FINRA securities registrations with LPL Financial in 9 states, in addition to insurance licenses

Outside The Office

Outside the office, David stays active playing golf and baseball. He and his family reside north of metro Atlanta in East Cobb. In recent years, David pursued acting and has several commercial and film credits to his name. He is an avid Kansas City Chiefs and Atlanta Falcons fan, loves live music, and enjoys spending time with family and close friends.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.