Turner Krebs

About Turner Krebs

After graduating from UNC Kenan-Flagler Business School, I had the privilege of working with a student-led campus ministry in Buenos Aires, Argentina. Since 2012, I have worked with Piedmont Wealth Advisors of Raymond James, earning my CERTIFIED FINANCIAL PLANNER ™ certification. Our team partners with families, plotting out a course to strategically invest and prepare for retirement. We pride ourselves on not simply building an excellent portfolio but taking advantage of insurance, lending, and tax considerations. We’ve discovered that very few people have a comprehensive view of their investments, insurance, lending, etc, much less a plan to optimize each of those areas. There is so much room for improvement in this area, and there is a distinct opportunity to improve outcomes and reduce financial worries.Often, our business is event-driven, so we have become transition specialists. When someone experiences a job loss/change, family death, divorce, birth of a child, health concern, etc, we are motivated to guide our clients to stability. Please don\'t hesitate to contact me to begin a discussion about investments, insurance, or any aspect of financial planning. I\'d count it a privilege-Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc, which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Experience

1. Financial Advisor

   Raymond James

   Feb 2012 — Present

   Our team specializes in helping busy clients simplify their life planning and financial affairs.Raymond James, the company:As far as home office support, the most important thing for us is the wealth of expertise and knowledge that is a phone call away. In my opinion, the company is in a sweet spot in that it is still small enough where we can reach investment, legal, and planning experts directly, by name. At the same time, it’s a Fortune 500 company with the capability to invest hundreds of millions in technology and research. Very few advisors leave Raymond James, because they make it easy for us to help clients without the red tape and cross-selling pressure of a big bank.

Education

• UNC Kenan-Flagler Business School

  BS Business Administration, Marketing

  2003 — 2007

• The University of North Carolina at Chapel Hill

  BS Business Administration

  2003 — 2007

• Wesleyan Christian Academy

  High School

  1999 — 2003

Skills

• Insurance Planning
• Spanish
• Investment Management
• Customer Relations
• Wealth Management
• Financial Planning
• IT Service Management
• Account Management