Jared Crawford Prudential Advisors
About
In my role as a Financial Advisor for Prudential Financial, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted financial resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of expertise include:
• Assisting in the clarification, understanding and quantification of client’s financial goals and needs.
• Assisting clients in gathering the information needed to prepare the financial plan.
• Creating financial plans that provide information and strategies to help my clients make better informed financial decisions.
• Educating clients on solutions to the potential hidden risks that may disrupt their financial plan.
• Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort.
• Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.
Prior to starting my career with Prudential, I attended College of Charleston and I received a Bachelor of Science degree in Finance and minor in Data Science. When I’m not helping my clients achieve their financial goals, my hobbies include working out, playing sports, and relaxing. I feel that my unique combination of educational, professional, and personal experience has helped me become the successful Financial Advisor that I am today.
Contact me today to learn how we can work together to create a custom strategy that will help you reach your personal financial goals.