Financial Advisor
Current
Jun 2021 - Present
AeroLeads people directory · profile
Robert Crabtree Email & Phone Number
Financial Advisor
at
BrightStar Credit Union
1 work email found
@suntrust.com
9 phones found area 954 and 305
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
Fort Lauderdale, Florida, United States
Who is Robert Crabtree? Overview
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Quick answer
Robert Crabtree is listed as Financial Advisor at BrightStar Credit Union, based in Fort Lauderdale, Florida, United States. AeroLeads shows a work email signal at suntrust.com, phone signal with area code 954, 305, and a matched LinkedIn profile for Robert Crabtree.
Robert Crabtree previously worked as Financial Advisor Associate at Suntrust Investment Services, Inc. and Licensed Personal Banker (Officer) at Suntrust Bank. Robert Crabtree holds Associate Of Arts And Sciences - Aas, Business Administration And Management, General from Broward College.
Company email context
Email format at BrightStar Credit Union
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{first}.{last}@suntrust.com
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AeroLeads found 1 current-domain work email signal for Robert Crabtree. Compare company email patterns before reaching out.
Profile bio
About Robert Crabtree
At SunTrust Investment Services we’re your trusted advisor. As your SunTrust financial advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to meet your goals. I offer my clients more than 31 years of financial services experience.I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as:• Financial Planning• Investment Management• Risk Management• Retirement Planning• Legacy & Estate Strategies• Planning for Major Purchases• Managing Debt• Education & College Planning• Regular Portfolio RebalancingI am a native of Fort Lauderdale, Florida and a graduate of Broward College with a degree in Business Administration. How can I help you shine?
Listed skills include Loans, Consumer Lending, Financial Services, Credit, and 11 others.
Current workplace
Robert Crabtree's current company
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11 roles
Robert Crabtree work experience
A career timeline built from the work history available for this profile.
Financial Advisor Associate
SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.•Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance•Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals•Determines which investment solutions best meet the client’s needs•Provides ongoing monitoring and advice
Jan 2015 - Jun 2021
Licensed Personal Banker (Officer)
Assisting clients with Personal Banking Issues that can include but is not limited to Checking, Savings, Business Checking & Savings, Lending, and general banking advisement that inlcudes introductions to branch teammates that specialize in other areas of banking. Licensed to discuss some investment solutions and work in concert with the branch Financial Advisor
Jun 2004 - Jan 2015
Financial Service Officer
Assisting clients with Personal Banking Issues that can include but is not limited to Checking, Savings, Business Checking & Savings, Lending, and general banking advisement that inlcudes introductions to branch teammates that specialize in other areas of banking.
Jun 2001 - Jun 2004
Consumer Loan Underwriter/Processing Supervisor
Work for a centralized lending unit in the processing of branch consumer loan applications. Worked for 72 SunTrust Offices from South Broward County to the Treasure Coast of Florida. My duties included:•Underwriting of consumer loan and equity mortgage applications•Analyzing personal financial statements and individual income tax returns•Reviewed residential property appraisals, and title policies & searches•Supervised the department responsible for the processing of the loan request after underwriting. Supervision of 5 employees•Work with 72 offices of SunTrust Bank in the process of underwriting and processing the loan application
Sep 1997 - Jun 2001
Consumer Loan Processing Supervisor
Work for centralized lending unit in the processing of branch consumer loan applications. Worked for 72 SunTrust offices from South Broward County to the Treasure Coast of Florida. My duties included:•Analyzing personal financial statements and individual income tax returns•Reviewed residential property appraisals, and title policies & searches•Supervised the department responsible for the processing of the loan request after underwriting. Supervision of 5 employees•Work with 72 offices of SunTrust Bank in the processing loan applications after the underwriting process.
Mar 1994 - Sep 1997
Consumer Loan Processor
Work for centralized lending unit in the processing of branch consumer loan applications. Worked for 72 SunTrust offices from South Broward County to the Treasure Coast of Florida. My duties included:•Analyzing personal financial statements and individual income tax returns•Reviewed residential property appraisals, and title policies & searches•Work with 72 offices of SunTrust Bank in the processing loan applications after the underwriting process.
Sep 1992 - Mar 1994
Financial Services Representative
Assisting clients with Personal Banking Issues that can include but is not limited to Checking, Savings, Business Checking & Savings, Lending, and general banking advisement that inlcudes introductions to branch teammates that specialize in other areas of banking.
May 1991 - Sep 1992
Tele-Bank Operator
Worked in the Telephone Customer Service Department for SunBank, South Florida. My duties included:•Answering incoming customer telephone inquiries in reference to all banking products•Facilitated connection of clients with appropriate bank departments to solve issues•Trained in product knowledge of all consumer and business bank products and services
Jun 1989 - May 1991
South East Regional Money Center Supervisor
Atlantic National Bank/First Union
Managed a SouthEast Regional Money Processing Center that serviced Branches for all of South Florida and Large Commercial Depositors for Atlantic National Bank/First Union. My duties included:•Daily Cash Balancing Reports for the Center•Management responsibilities for 7 Center employees•Federal Reserve Bank cash ordering and shipments•Management of Commercial Deposit Transactions that included: Change Orders, Large Deposit Processing, and coin shipments•Reported to Regional Division Manager
Aug 1986 - Jun 1989
Paying/Receiving Teller
Atlantic National Bank
Worked in a Paying/Receiving Teller role. My duties included:• Processing of Deposits both commercial and personal• Cashing of personal and business checks• Issuing of consignment items(money orders, cashiers checks, travelers cheques)
Jun 1984 - Aug 1986
3 education records
Robert Crabtree education
Associate Of Arts And Sciences - Aas, Business Administration And Management, General
Broward College
Associate Of Science (A.S.), Business Administration And Management, General
Broward College
Associate Of Arts And Sciences (Aas), Business Administration And Management, General
Broward Community College
FAQ
Frequently asked questions about Robert Crabtree
Quick answers generated from the profile data available on this page.
What company does Robert Crabtree work for?
Robert Crabtree works for BrightStar Credit Union.
What is Robert Crabtree's role at BrightStar Credit Union?
Robert Crabtree is listed as Financial Advisor at BrightStar Credit Union.
What is Robert Crabtree's email address?
AeroLeads has found 1 work email signal at @suntrust.com for Robert Crabtree at BrightStar Credit Union.
What is Robert Crabtree's phone number?
AeroLeads has found 9 phone signal(s) with area code 954, 305 for Robert Crabtree at BrightStar Credit Union.
Where is Robert Crabtree based?
Robert Crabtree is based in Fort Lauderdale, Florida, United States while working with BrightStar Credit Union.
What companies has Robert Crabtree worked for?
Robert Crabtree has worked for Brightstar Credit Union, Suntrust Investment Services, Inc., Suntrust Bank, Atlantic National Bank/First Union, and Atlantic National Bank.
How can I contact Robert Crabtree?
You can use AeroLeads to view verified contact signals for Robert Crabtree at BrightStar Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Robert Crabtree attend?
Robert Crabtree holds Associate Of Arts And Sciences - Aas, Business Administration And Management, General from Broward College.
What skills is Robert Crabtree known for?
Robert Crabtree is listed with skills including Loans, Consumer Lending, Financial Services, Credit, Banking, Investment Review, Investment Strategies, and Financial Analysis.
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