Keith Crosby Email and Phone Number
Keith Crosby work email
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Keith Crosby personal email
I believe many clients "know me" before they ever meet with me. The reason being, I've seen many clients grow up in my Greensboro community. Others recognize me as a person whose generous spirit has made a positive impact on the region.As a seasoned and sensitive financial advisor with more than ten years of experience, I enjoy helping clients achieve meaningful goals after years of saving and sacrifice.I SERVE CLIENTS WHO'VE BECOME FRIENDS – AND FRIENDS WHO'VE BECOME CLIENTS.They include successful women and men – business owners, corporate executives and others for whom the road to retirement is their primary financial focus. Accordingly, I ask them about the retirement lifestyle they envision, their passions and the people they hold dear. Before ever discussing dollars and cents with clients, I spend significant time working to understand their mindsets and motivations. What do they find most important (financially and personally? What do they hope to accomplish, up to and through retirement? And what do they believe stands in their way? EDUCATING CLIENTS IS CRITICAL TO THEIR SUCCESS – AND MY MISSION. Talking to both spouses as often as possible, I try to make each discussion a learning experience. I also explain my recommendations in simple language. In addition, I introduce clients to our firm's extensive resources – residential, securities-based and custom lending through Bank of America, N.A. and our firm's trust professionals. When helpful, I also coordinate with clients' CPAs and attorneys to align tax-minimization and estate planning strategies.NMLS ID: 1710556Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents.
Keith Crosby Skills
Keith Crosby Education Details
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Bachelor'S Degree
Frequently Asked Questions about Keith Crosby
What company does Keith Crosby work for?
Keith Crosby works for Merrill Lynch Wealth Management
What is Keith Crosby's role at the current company?
Keith Crosby's current role is Senior Financial Advisor.
What is Keith Crosby's email address?
Keith Crosby's email address is k.****@****mfn.com
What schools did Keith Crosby attend?
Keith Crosby attended Elizabeth City State University.
What skills is Keith Crosby known for?
Keith Crosby has skills like Public Speaking, Customer Service, Microsoft Office, Leadership, Team Building, Strategic Planning, Event Planning, Microsoft Powerpoint.
Who are Keith Crosby's colleagues?
Keith Crosby's colleagues are Kevin Hui, Korey Speight, Lauren Vitier, Diana Braendly, Laura G. Montealegre, Neil Mooney, David Vucovich.
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Keith Crosby
Washington Dc-Baltimore Area -
Keith Crosby
Milwaukee, Wi6ms.cdw.com, cdw.com, s3.cdw.com, concurrency.com, ms.cdw, corebts.com4 +126235XXXXX
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Keith Crosby
New York, Ny4saugatuck-cg.com, crosby-construction.com, charter.net, gallin.com3 +164629XXXXX
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