Michael Crutchfield
Certified Financial Planner. Senior Financial Advisor
- Role
- Senior Financial Advisor at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Michael Crutchfield
Results-oriented, credentialed, and highly experienced financial advisor professional with the ability to complete projects within the financial services, investments, and insurance industry. Comprehensive background in diverse industry verticals including relationship building, sales closing, wholesaling, and holistic financial planning. Demonstrated success in taking calculable risks, executing successful strategies and identifying growth opportunities. Superior leadership talents relating to team initiatives, staff supervision and project management. Utilize a working and up-to-date knowledge of employer-sponsored retirement plans. insurance, investments, and financial planning.Specialties- Employer-Sponsored Retirement Plans, including ERISA Plans - Holistic Financial Planning - Relationship Building, focused on Client / Account Growth - Customer Service - Sales Support - Insurance Product Distribution / Wholesaling - Sales and Marketing
Experience
Senior Financial Advisor
Jan 2025 — Present · Charlotte, NC, US
Provide ongoing financial planning services and portfolio management for clients with assets greater than $1 million within Vanguard Personal Advisor Services (PAS).Develop customized goals-based financial plans based on clients\' unique financial situations and manage portfolios to help them reach their financial goals.In addition to investment management services, I provided additional financial planning solutions such as retirement planning, education planning, tax-efficient income/savings strategies, philanthropic planning, and other wealth management services.
Education
Appalachian State University
BSBA, Marketing, Management
1989 — 1995
The American College of Financial Services
Chartered Financial Consultant (ChFC), Finance
2002 — 2003
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