Rosaline Cain Crawford

Client Relationship Consultant at Bespoke Capital Advisors of Raymond James

Role: Client Relationship Consultant at Bespoke Capital
Location: Atlanta, GA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Rosaline Cain Crawford

Tailoring strategies for business owners with Bespoke Capital Advisors of Raymond James.Rosaline \"Ros\" Crawford joined Bespoke Capital Advisors as a Client Service Associate, bringing a diverse professional background spanning finance, legal services, and marketing. Prior to this role, Ros spent three years at Raymond James\' home office, where she supported Chairman’s Council branches with advertising, compliance, and banking needs.Ros graduated cum laude from the Walsh School of Foreign Service at Georgetown University, where she studied economics, international finance, and political science. Originally from Canada, she was the first in her family to become a U.S. citizen. She, her husband, and their daughter now reside in Atlanta, Georgia.Outside of work, Ros enjoys spending time with friends and family, engaging in outdoor activities, and staying active. She is excited to be part of the Bespoke team and looks forward to delivering tailored solutions and fostering lasting client connections.

Experience

Client Relationship Consultant
Bespoke Capital
Oct 2025 — Present · Atlanta, GA, US
Promoted to provide world-class service to our top clients!

Education

Georgetown University
Bachelor of Science, International Affairs
2004 — 2008

Skills

Pacer
Microsoft Office
Compliance
Finra Regulations
Sec Filings
Regulatory Filings
Spanish
Premerger Filings
Editing
Language Teaching
Group Presentations
Insurance
Series 24
Data Management
Databases
Sec Regulations
Legal Support
Interviewing
Bloomberg Terminal
English
Courtalert
Advertising Regulations
Database Administration
Data Presentation
Research
Customer Service
Teaching
Concordance
Federal Agencies
Database Management
Calendars
Legal Research
Series 7
Legal Services
Financial Regulations

Contact information

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Work email
•••••@bespokecap.com
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Current company

Bespoke Capital

Financial Services · 4 employees · Founded 2011 · Atlanta, Georgia, United States

Bespoke Capital is a private wealth team built for successful privately held business owners and their families. We help owners turn business success into personal financial independence, family clarity, and long-term legacy. Our work focuses on the financial decisions that come before, during, and after meaningful business transitions: liquidity planning, exit planning, investment strategy, tax-aware wealth planning, estate planning coordination, risk management, family alignment, and post-transaction planning. For many owners, the business is the largest financial asset and the greatest source of opportunity. It can also create concentration, complexity, and questions that deserve thoughtful planning long before a sale, recapitalization, succession event, or liquidity event is on the table. Bespoke Capital was created for that intersection - where business, wealth, family, and future all meet. Every owner’s path is different. Every family has its own priorities. Every transition carries its own complexity. Our role is to help clients organize the moving pieces, understand their options, and make decisions with greater confidence. We serve business-owner families with personal, coordinated planning designed around what the business has built, what the family values, and what the next chapter should make possible. Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

bespokecap.com

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