Crystal is a hard-working, knowledgeable financial professional, and an integral member of the Legatus Wealth team. As a Financial Advisor Crystal works with clients to design and implement wealth management strategies tailored to help them achieve their specific goals. Crystal’s commitment to educating clients makes her a valuable resource for all who engage her services.
Crystal earned her CERTIFIED FINANCIAL PLANNER™ certification in 2018, and has accumulated 11 years of experience in the financial services industry. She began her career in the industry in 2008 by working as an administrative assistant for a financial advisor. Prior to joining the financial services industry, she worked in real estate for a law firm and in commercial loans at Citizens Bank. Crystal earned her BS with a concentration in accounting, and her MBA, from Johnson & Wales University. Additionally, she has earned her FINRA Series 6 and 63 licenses and is an Investment Advisor Representative. Crystal’s greatest strength is her capacity for taking a truly holistic approach to financial planning. This approach enables her to provide guidance on a wide range of financial topics, and ultimately help her clients get all of their financial matters in order.
Originally from Pawtucket, RI Crystal now resides in Smithfield with her husband David and their dog, Oreo, a shih tzu-poodle. In her spare time, she enjoys traveling, and is an adventurous chef. Crystal and David love trying new recipes and experimenting with foods from different regions of the world.