Brent Croonquist
Financial Advisor with The Croonquist Group
- Role
- Financial Advisor, Associate Vice President at Janney Montgomery Scott LLC
- Location
- Caldwell, NJ, US
- LinkedIn followers
- 500 followers
About Brent Croonquist
Brent started his career working directly with financial advisors across the country. His role was to help them to create investment portfolios for their client’s specific situations. This experience helped him to identify the traits that separate the good advisors from the great advisors. Brent is now continuing the family legacy at Janney. His grandfather, George, has been at Janney for over 65 years. His father and uncle continue to serve clients from their Hackensack office for over 40 years. By creating a financial plan for each client, he connects his clients’ lives with their overall finances. This creates an immediate peace of mind when budgeting for life’s most serious events, both expected and unexpected. His clients are positioned to pay for their children’s education, to plan for their own retirement with tax minimization strategies, and to ensure a life insurance and estate planning strategy that will benefit their family for years to come. The Group also provides financial advice on company 401k plans. Brent is a graduate of the Villanova School of Business. He also holds Series 7 and 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Away from work, he has served as the Team Captain for the Movember Foundation for over 5 years. The organization raises funds and awareness for men living with prostate/testicular cancer, and various mental health issues. His team has raised over since 2016, ranking as the #1 highest fundraiser in the United States Brent has also coached athletes for The Special Olympics of Pennsylvania. He\'s participated in various fundraising events with the American Heart Association, The Bergen Family Center, and The Hackensack Lions Club. His hobbies include coaching youth lacrosse and youth football in his hometown of North Caldwell. However, he enjoys nothing more than spending time with his wife, Taylor, their newborn son, Brent, and their two cats, Freddie Mercury and Stevie Nicks. With limited time for travel, he enjoys hearing about the adventures that his clients have been able to experience as a result of the financial freedom achieved together.
Experience
Financial Advisor, Associate Vice President
May 2022 — Present · Hackensack, NJ, US
No matter where you are in life — just starting out, in your peak earning years, or nearing retirement— our job is to prepare you for these events and create peace of mind. It\'s about going beyond investing. It’s about connecting your life and your finances.
Education
Villanova University
Bachelor of Business Administration (BBA), Finance
2012 — 2016
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