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Jeff Walker, Crc® Email & Phone Number

Assistant Vice President at Bryn Mawr Trust
Location: Greater Philadelphia, United States 7 work roles 2 schools
1 work email found @thrivefinancialservices.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@thrivefinancialservices.com
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Current company
Bryn Mawr Trust
Role
Assistant Vice President
Location
Greater Philadelphia, United States
Company size
2426 employees

Who is Jeff Walker, Crc®? Overview

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Quick answer

Jeff Walker, Crc® is listed as Assistant Vice President at Bryn Mawr Trust, a with 2426 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at thrivefinancialservices.com and a matched LinkedIn profile for Jeff Walker, Crc®.

Jeff Walker, Crc® previously worked as Advisor at Thrive Financial Services and Financial Advisor at Citizens Investment Services. Jeff Walker, Crc® holds Bachelor Of Science (B.S.) from East Stroudsburg University Of Pennsylvania.

Company email context

Email format at Bryn Mawr Trust

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*@thrivefinancialservices.com
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Profile bio

About Jeff Walker, Crc®

As a Retirement and Tax Planner, I assist families in creating a worry-free retirement by taking into consideration government regulations and taxes. Our services are designed to create more freedom & control which leads to happiness in retirement. I do this with a Holistic approach and Value-focused service. Clients come to me when they: ✔ Are worried how much of their hard-earned money they will KEEP after taxes are due. ✔ Realize that ignoring taxes, may be the biggest mistake & expense for their retirement. ✔ Want to learn how to protect their money from taxes, government regulation & inflation.✔ Understand that a successful retirement should focus on more than just investments. ✔ Feel they are not getting all the support of all the services they could be. The landscape has changed. Our national debt is exploding and people are starting to realize that retirement planning is more about preservation & tax efficiency, than accumulation & investments. My clients are tired of worrying about:❌ How much taxes will cost them & what that would mean to their retirement & lifestyle. ❌ How long their money will last with all the uncertainty of today's world. ❌ The risk that the government can change tax laws, deductions, and brackets❌ What strategies would be beneficial to them andwhat are the pros/cons. ❌ Which tax-free strategies & other tax mitigation strategies make sense for them & how to use them.Within just a few months of working with people, they’re frequently able to:✔ Have implemented several proactive tax strategies & taken advantage of other tax-mitigation options.✔ Create a comprehensive plan to reduce their future tax burden for themselves, spouses, & their family.✔ Eliminate the worry & uncertainty that comes with the traditional approach of ignoring taxes.✔ Create a unified and complete tax, income & investment retirement✔ Create the security, freedom, & peace of mind they deserve to have in retirement. Unfortunately, the industry doesn’t prepare people for the challenges that taxes in retirement presents. Most advisors are trained to accumulate wealth but they may not be educated on how to preserve and protect that wealth from taxes & inflation. In my experience, there is no bigger expense in retirement than taxes.We believe there is a better way. If you’re ready to Create a Tax-Efficient Retirement Plan, I invite you to send me a message here on LinkedIn or schedule a 15-minute call where we can chat about your specific needs. Here’s my calendar: https://go.oncehub.com/JeffWalkerThrive

Listed skills include Securities, Wealth, Investments, Financial Advisory, and 46 others.

Current workplace

Jeff Walker, Crc®'s current company

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Bryn Mawr Trust
Bryn Mawr Trust
Assistant Vice President
Philadelphia, PA, US
Website
bmtc.com
Employees
2426
AeroLeads page
Company profile
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7 roles

Jeff Walker, Crc® work experience

A career timeline built from the work history available for this profile.

Advisor

Current
Thrive Financial Services

Fort Washington, Pennsylvania, Us

Investment advisory and financial planning services are offered through Thrive Capital Management, LLC; a SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm only transacts business in states where it is properly registered or exempted from registration requirements. All information contained herein is for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation or recommendation to purchase any security. Investing involves risk, including the potential for loss of principal. Past performance does not guarantee future results. The recipient should not construe the contents of this presentation as legal or tax advice and should contact their own professionals for legal and tax advice and other matters relevant to the suitability of an investment for the recipient.

Jul 2019 - Present

Assistant Vice President

Current
Bryn Mawr Trust

Bryn Mawr, Pa, Us

Nov 2018 - Present

Financial Advisor

Haydenrock Financial, Llc

Thorofare, New Jersey, Us

At HaydenRock Financial, LLC our greatest satisfaction comes from helping our clients strive for and pursue their dreams. We pride ourselves on helping simplify our clients'​ financial lives so that they can build a legacy for their families and the people they care about. HaydenRock's aims for superior service which guides clients'​ to help generate the necessary income to sustain a lifestyle they deserve in retirement. We help them preserve and grow their assets over multiple generations by providing unbiased advice and customized investment services.Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor. HaydenRock Financial and Client One Securities, LLC are not affiliated.

Feb 2015 - Jun 2016

Investment Representative/ Lpl Branch Manager

Gotleib & Associates, Llc

Gotleib & Associates is part of a national network of retirement planners who specialize in transitioning employees from large corporations into retirement. Our customized, educational workshops allow employees to learn strategies designed to get the most out of their company pension plan and prepare for a financially secure retirement.

Feb 2011 - Mar 2015

Investment Representative/ Lpl Branch Manager

Bridge Wealth Advisors

Mount Laurel, Nj, Us

Bridge Wealth Advisors is an unbiased fee only active portfolio management firm. Our methodology was born out of the passion and desire to create a quantifiable investment management process utilizing significant advances in technology. This proprietary technology has combined computer modeling with active management strategies to build portfolios for a select group of clients, which we call Elite Analytics.

Feb 2011 - Mar 2015
Team & coworkers

Colleagues at Bryn Mawr Trust

Other employees you can reach at bmtc.com. View company contacts for 2426 employees →

WT William Thorkelson William Thorkelson Colleague at Bryn Mawr TrustBryn Mawr, Pennsylvania, United States View → AS Anne Stanley Anne Stanley Colleague at Bryn Mawr TrustBryn Mawr, Pennsylvania, United States View → SP Sarah Pancoski Sarah Pancoski Colleague at Bryn Mawr TrustGreater Philadelphia, United States View → MK Maral Kaloustian Maral Kaloustian Colleague at Bryn Mawr TrustBryn Mawr, Pennsylvania, United States View → JS John Smith John Smith Colleague at Bryn Mawr TrustAston Township, Pennsylvania, United States View → ME Mary Ellen Conley Mary Ellen Conley Colleague at Bryn Mawr TrustAllentown, Pennsylvania, United States View → SB Stephen Biggin, Cfa Stephen Biggin, Cfa Colleague at Bryn Mawr TrustExton, Pennsylvania, United States View → BD Barbara Denczi Barbara Denczi Colleague at Bryn Mawr TrustMarcus Hook, Pennsylvania, United States View → PD Pete D'Angelo Pete D'Angelo Colleague at Bryn Mawr TrustUnited States View → DW David Waltz David Waltz Colleague at Bryn Mawr TrustMorton, Pennsylvania, United States View →
2 education records

Jeff Walker, Crc® education

Bachelor Of Science (B.S.)

East Stroudsburg University Of Pennsylvania

Education record

Freedom High School
FAQ

Frequently asked questions about Jeff Walker, Crc®

Quick answers generated from the profile data available on this page.

What company does Jeff Walker, Crc® work for?

Jeff Walker, Crc® works for Bryn Mawr Trust.

What is Jeff Walker, Crc®'s role at Bryn Mawr Trust?

Jeff Walker, Crc® is listed as Assistant Vice President at Bryn Mawr Trust.

What is Jeff Walker, Crc®'s email address?

AeroLeads has found 1 work email signal at @thrivefinancialservices.com for Jeff Walker, Crc® at Bryn Mawr Trust.

Where is Jeff Walker, Crc® based?

Jeff Walker, Crc® is based in Greater Philadelphia, United States while working with Bryn Mawr Trust.

What companies has Jeff Walker, Crc® worked for?

Jeff Walker, Crc® has worked for Bryn Mawr Trust, Thrive Financial Services, Citizens Investment Services, Haydenrock Financial, Llc, and Gotleib & Associates, Llc.

Who are Jeff Walker, Crc®'s colleagues at Bryn Mawr Trust?

Jeff Walker, Crc®'s colleagues at Bryn Mawr Trust include William Thorkelson, Anne Stanley, Sarah Pancoski, Maral Kaloustian, and John Smith.

How can I contact Jeff Walker, Crc®?

You can use AeroLeads to view verified contact signals for Jeff Walker, Crc® at Bryn Mawr Trust, including work email, phone, and LinkedIn data when available.

What schools did Jeff Walker, Crc® attend?

Jeff Walker, Crc® holds Bachelor Of Science (B.S.) from East Stroudsburg University Of Pennsylvania.

What skills is Jeff Walker, Crc® known for?

Jeff Walker, Crc® is listed with skills including Securities, Wealth, Investments, Financial Advisory, Investment Management, Retirement, Portfolio Management, and Finra.

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