Daniel Crews

Daniel Crews Email and Phone Number

Senior Vice President - Financial Advisor at RBC Wealth Management @ RBC Wealth Management
toronto, ontario, canada
Daniel Crews's Location
Atlanta Metropolitan Area, United States
Daniel Crews's Contact Details

Daniel Crews personal email

n/a
About Daniel Crews

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.

Daniel Crews's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Senior Vice President - Financial Advisor at RBC Wealth Management
toronto, ontario, canada
Employees:
6359
Daniel Crews Work Experience Details
  • Rbc Wealth Management
    Senior Vice President - Financial Advisor
    Rbc Wealth Management Jan 2022 - Present
    Atlanta, Georgia, United States
  • Rbc Wealth Management
    Senior Vice President – Financial Advisor
    Rbc Wealth Management Jun 2019 - Jan 2022
    Greater Atlanta Area
    Please 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.
  • Merrill Lynch Wealth Management
    Senior Financial Advisor, Vice President
    Merrill Lynch Wealth Management Oct 2008 - Jun 2019

Daniel Crews Skills

Wealth Management Basketball

Daniel Crews Education Details

  • University Of North Florida
    University Of North Florida
    Bachelor'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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