Michael Crutchfield
Certified Financial Planner. Experienced financial advisor focused on goals based planning
- Role
- Advisory Consultant at TIAA
- 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 sales industry. Comprehensive background in diverse industry verticals including relationship building, sales closing, researching and report writing. 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 insurance, investments, and financial planning. Specialities- Financial Planning, with focus on Retirement Planning and Retirement Income Planning - Relationship Building, focused on Client / Account Growth - Customer Service - Insurance Product Distribution / Wholesaling - Sales and Marketing
Experience
Advisory Consultant
Sep 2014 — Present · Charlotte, NC, US
Education
Appalachian State University
BSBA, Marketing, Management
1989 — 1995
The American College
Chartered Financial Consultant (ChFC), Finance
2002 — 2003
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.