Brian Crowley earned his Bachelor of Science, magna cum laude, from the Statue University of New York at Albany with a concentrated business major in finance. Brian earned the CERTIFIED FINANCIAL PLANNER™ certification in October of 2011.
Prior to Brian joining Sanford Family Financial he interned with Salomon Smith Barney and was a financial advisor with Edward Jones. Brian and the Sanford Family Financial team moved to Raymond James in 2015. Since Brian has been with the firm he has earned the recognition of Raymond James Chairman's Council Member.
As part of Sanford Family Financial, he carefully advises clients on retirement income planning, investment strategy design and analysis, and has extensive knowledge in social security benefits. For over 20 years, Brian has provided financial advice on the Capital Region local talk radio station TALK1300.
Brian has served on the Board of Trustees of The Charlton School since 2006 and has volunteered with several youth softball teams.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award/rating.