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Values Added Financial

United States - Nationwide

Holland Financial, Inc. Logo
Holland Financial, Inc.

Ormond Beach, Florida

Briaud Financial Advisors Logo
Briaud Financial Advisors

College Station, Texas

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SyntheticFi

United States - Nationwide

Multnomah Group, Inc.

Portland, Oregon

Coldstream Wealth Management Logo
Coldstream Wealth Management

Bellevue, Washington

Marshall+Sterling Wealth Advisors, Inc. Logo
Marshall+Sterling Wealth Advisors, Inc.

Poughkeepsie, New York

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Advisory Group of SF

San Francisco, California

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Ameriprise

Seattle, Washington

TalentLink Solutions

United States - Nationwide

Ferguson Wellman Capital Management Logo
Ferguson Wellman Capital Management

Portland, Oregon

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Wealth Planner
The Wealth Planner position is a unique opportunity to expand our client offerings at Crawford Investment Counsel (CIC). This is a new position for CIC and the firm is looking for a professional who can be strategic and instrumental in the development of the firm’s Financial Planning effort. It is expected that the individual will have the ability to think creatively and demonstrate strong leadership skills. The professional will both work directly with clients and mentor other professionals in various aspects of Financial Planning. This position will report to the Managing Director of Portfolio Management.  With the creation of this new position, CIC will enhance the services we provide to our clients in areas outside of investments, specifically reviewing deeper aspects of our clients


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