Crystal has been with Green Fairways Wealth Management since its inception in 2015, and she has been in the financial industry since 2009. She is a Registered Associate and has her series 7 and 66 registrations. As Operations Manager, Crystal oversees both operational and day-to-day administrative functions for the practice. She is an integral part of the team and handles service requests as well as any problems that may arise…she is known as the “411” for the team. Crystal handles client relationship management and provides exceptional service to all of our clients. She works one-on-one with clients helping them with their monthly statements or the online services provided. In addition, Crystal was chosen to serve on the Client Associate Advisory Board (CAAB) for the home office of Wells Fargo Advisors Financial Network.
When not in the office, Crystal is a very busy mom raising three girls. Her oldest is attending State College of Florida. Her two younger daughters are both active in cheerleading, and Crystal is always there cheering for them! She and her daughters love the beach and going on vacation. When she gets a break from her busy schedule, Crystal enjoys spending time with her friends and singing karaoke.
Professional Licenses and Associations:
- Series 7 and 66 Registered
- University of South Florida – B.A. in Accounting
- Client Associate Advisory Board (CAAB)
- Secretary for Englewood Area Athletic Association
Crystal loves the feeling of family in the office and the team’s relationship with clients. ”We want our clients to feel comfortable…like they are at home in our office.”