David Crew, Msfs, Chfc, Cfs Email & Phone Number

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•

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  Financial Advisor

  Integrated Financial Group | The Brain Trust

  Jan 2003 - Present - Greater Atlanta Area

  David is a founding member of Integrated Financial Group, an Atlanta-based consortium of independent financial planners from across the country. Since its inception in 2003, the Consortium has maintained a culture of passionate, strictly vetted independent members who support the notion that many minds are greater than one. This Consortium of expertise is called the Brain Trust. David’s affiliation with this professional group is invaluable; it gives him access to a network of talented… Show more David is a founding member of Integrated Financial Group, an Atlanta-based consortium of independent financial planners from across the country. Since its inception in 2003, the Consortium has maintained a culture of passionate, strictly vetted independent members who support the notion that many minds are greater than one. This Consortium of expertise is called the Brain Trust. David’s affiliation with this professional group is invaluable; it gives him access to a network of talented, like-minded financial planners who share strategies, best practices, and advice. David’s clients benefit from the collective expertise of the Brain Trust in addition to the focused attention they receive from him. Today, Integrated Financial Group is one of the largest independent financial planning consortiums in Atlanta, with over $2.2 billion in brokerage and advisory assets through LPL Financial and over $1.4 billion in assets under management through its separate registered investment advisor, IFG Advisory, LLC as of 3/1/17. With over 80 Consortium Members owning firms across ten states, they form a diverse, experienced, and qualified group of professionals. Each advisor member in the Consortium independently owns his or her financial practice, and everyone has their style and specialized area of planning expertise. Twenty eighteen marks their 15th consecutive year as one of *Atlanta’s Top 25 Financial Planning and Advisory Firms. *Based on assets under advisement, Atlanta Business ChronicleSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor (RIA). Member FINRA/SIPC. For hyperlinks to FINRA/SIPC refer to 'See Contact Info' section. For a list of states I am registered to do business in visit https://www.integrated-financial-group.com/advisors/david-crew. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL financial for accuracy or completeness. Show less