Crockett’s objective is to serve as a true financial partner to his clients, taking the time to understand their values, manage their expectations and customize a financial plan that allows them to pursue their long-term goals.
Crockett is not only a partner in the practice today, but over his career in the financial service industry he has spent time as a field trainer, growth coordinator and a branch mentor for other advisors. A graduate of the University of Central Florida, Crockett earned a bachelor’s degree in Business Administration with a concentration in Finance.
As a Certified Divorce Financial Analyst™, Crockett’s expertise and experience help provide guidance through the difficult and often complex financial issues of a divorce and increase the chances of reaching a settlement that fully addresses his clients’ long-term needs. Crockett holds his series 7, 9, 10, 63 and 66 securities licenses as well as his 2-15 insurance license.
An advocate for his community, Crockett has served on the boards of many organizations; currently he holds positions on the Board of Directors of the Friends of the Orange County Library, the Orange County Advisory Board for Community Based Care of Central Florida and the Animal Classification Advisory Board for Orange County and was recently appointed to the Orange County Commission on Aging Board. In the past, he has twice served as chair of the East Orlando Chamber of Commerce and is presently a member of the League of Women Voters, Business Networking International, the UCF Community Council, the Financial Planning Association and the Institute for Divorce Financial Analysts.
An Orlando native, Crockett lives with his German shepherd, Sheba, and his three cats. In his free time, he enjoys long-distance cycling and has twice completed the Ironman Triathlon. He recently completed a 350-mile ride from Tampa to Tallahassee with The Cure on Wheels, an organization focused on raising money and awareness for cancer research and patient care.
Raymond James is not affiliated with any of the listed organizations.