Theodore "Ted" J. Crowley Ii, Cima® Email & Phone Number

My value story is rooted in my 35 years of experience in the financial industry, where I gained expertise in sector analysis, asset allocation, security selection, and risk management. I am well versed in working with large civil construction companies, their investment needs, lending, 401k, and security in lieu of retention for public works. My grandfather and father, who both worked in finance, inspired me to pursue a career in the field. I have held positions with financial institutions such as EF Hutton, Morgan Stanley, and RBC Wealth Management. I have invested significant time in my professional development, including completing the senior consultant and investment consultant program from The Wharton School and holding a Certified Investment Analyst certification.My personal life is also notable, as I have been married for over 30 years and have three children. I value family time above all else and enjoy giving back to my community by donating my time and resources to charitable organizations. I am also an active member of the United States Marshals Posse District of Arizona and I hold the title of Knight Grand Cross of the Equestrian Order of the Holy Sepulchre of Jerusalem. My professional and personal achievements demonstrate my commitment to excellence, integrity, and service, making me a valuable asset to both my clients and the financial industry as a whole.