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Senior Vice President, Investments

BRIAN.CROWLEY@RAYMONDJAMES.COM

 

Brian Crowley earned his Bachelor of Science degree from the State University of New York at Albany with a concentrated business major in Finance.  He graduated magna cum laude.  Brian earned the CERTIFIED FINANCIAL PLANNERTM certification in October, 2011.

Brian joined Sanford Family Financial in 2002 from Edward Jones. He joined the team when they moved to Raymond James in 2015.  Previously, he worked with Salomon Smith Barney.

As part of Sanford Family Financial, he carefully advises clients on retirement income planning and portfolio design and analysis. 

Brian also serves on the Board of Trustees of The Charleton School.


 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

WHY WORK WITH A CFP®

In life, it’s important to find a financial planner you trust to provide sound, unbiased advice and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a CERTIFIED FINANCIAL PLANNER™ professional one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character and criminal check. To maintain certification, CFP® license holders must complete 30 hours of continuing education accepted by the CFP Board every two years.

How does working with a CFP® certified advisor benefit you? CERTIFIED FINANCIAL PLANNER™ professionals are held to the utmost standards of ethics and professional responsibility, which prepares them for a career-long commitment to provide truly personalized services to meet your needs; all while maintaining high levels of financial planning and professionalism. CFP® professionals maintain their professional edge through ongoing education and training in addition to the rigorous requirements to represent a high level of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when working with you.