Daniel Crews Email and Phone Number
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Professional Business Approach:My goal as a member of Sanders & Crews Wealth Management at RBC is quite simple: to help our clients successfully manage their life priorities. We believe in a consultative, goals-based approach to Wealth Management – where success is measured by the outcomes that our clients achieve.We believe that a partnership with our clients' CPA, attorney, and other key advisors is essential to a family's wealth plan, and our services include:-Portfolio Management-Retirement Income Planning-Trust, Estate, and Insurance Planning Services-Small Business Retirement Plan Services-Liability Management and Credit Strategies-Charitable Giving StrategiesProfessional Experience:Following graduation from the University of North Florida's Coggin College of Business in 2008, I was hired as a Financial Solutions Advisor at the Merrill Edge Advisory Center. From there, it was off to Chicago in 2010 for Merrill Lynch's Practice Management Development Program – which I completed in the summer of 2014. I received the offer of a lifetime that August, and in October I moved to Atlanta, GA to join forces with my long time mentor and friend, Christopher "Satch" Sanders - forming Sanders, Gabriel, Crews and Associates. After 5 years together in Atlanta, Satch and I are pleased to announce that we have joined RBC Wealth Management and formed The Sanders & Crews Wealth Management Group.Hobbies/Interests/Community:In my spare time I love to golf, and travel with my wife Rebekah. I've also enjoyed coaching youth basketball at the Providence School in Jacksonville, FL – and spending some time supporting the Boys and Girls Club and the Make a Wish foundation.I invite you to connect if:- Your definition of the pursuit of happiness includes helping others.- You believe a goals-based approach to wealth management may benefit you or someone you care about.
Rbc Wealth Management
View- Website:
- rbcwealthmanagement.com
- Employees:
- 6359
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Senior Vice President - Financial AdvisorRbc Wealth Management Jan 2022 - PresentAtlanta, Georgia, United States -
Senior Vice President – Financial AdvisorRbc Wealth Management Jun 2019 - Jan 2022Greater Atlanta AreaPlease visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. -
Senior Financial Advisor, Vice PresidentMerrill Lynch Wealth Management Oct 2008 - Jun 2019
Daniel Crews Skills
Daniel Crews Education Details
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University Of North FloridaBachelor'S Degree
Frequently Asked Questions about Daniel Crews
What company does Daniel Crews work for?
Daniel Crews works for Rbc Wealth Management
What is Daniel Crews's role at the current company?
Daniel Crews's current role is Senior Vice President - Financial Advisor at RBC Wealth Management.
What is Daniel Crews's email address?
Daniel Crews's email address is da****@****rbc.com
What is Daniel Crews's direct phone number?
Daniel Crews's direct phone number is +190486*****
What schools did Daniel Crews attend?
Daniel Crews attended University Of North Florida.
What skills is Daniel Crews known for?
Daniel Crews has skills like Wealth Management, Basketball.
Who are Daniel Crews's colleagues?
Daniel Crews's colleagues are Shawn Finn, Adam Garen, Sam Reese, Dean Enger, Gloria Lai, Louise Thomas, Andrea Benoit.
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