Crystal is a Florida native who started her financial services career in 1999. With over 22 years of diverse experience, Crystal worked as an Operations Manager for a broker-dealer in California, a Financial Services Rep for the Bank of Hawaii, and later partnered with the Branch Manager of a top Financial Advisor at Morgan Stanley. Due to her vast experience with affluent families, Crystal developed an extensive understanding of clients transitioning in various stages of their lives. Crystal is always willing to go above and beyond to reach excellence and thrives on servicing existing clients with extraordinarily high standards.
Crystal studied at St Petersburg College and furthered her education with a study abroad program. She earned an Associate Degree and graduated on the Dean’s List with Honors. She currently holds her Series 66 licenses, 2-15 Life, Health, and Variable Annuities License, and a Financial Planning Associate designation.
- Associates Degree from St.Petersburg College
- Crystal’s pursuit of adventure has allowed her to circumnavigate the world, traveling to over 25 countries. In her personal time, she enjoys fitness, international traveling, and volunteering in the community.