David Crew, MSFS, ChFC, CFS
Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338
770-353-6380 or 800-849-5916
CLIENT VISION
David Crew is an approachable, seasoned financial advisor working exclusively with executives, business owners, and professional athletes. David focuses on helping his clients pursue a work-optional lifestyle through conservative, long-term investment management and financial planning. With over two decades of experience in wealth management combined with an early career in broadcasting and retail management, David offers his clients thorough, personalized guidance with his unique blend of humor, optimism, and skill. He values regular, open communication and collaborative strategic planning with clients seeking ongoing wealth management services.
AREAS OF EXPERTISE
- Wealth Management
- Retirement & Distribution Planning
- Estate & Business Transition Planning
- Money Concerns & Budgeting
EDUCATION/CERTIFICATION
- Master of Science in Financial Services Degree, Institute of Business and Finance
- Investment Advisor Representative with LPL Financial
- Chartered Financial Consultant, The American College
- Certified Fund Specialist, Institute of Business and Finance
- Bachelor of Science in Journalism, University of Kansas
- Registered Player Financial Advisor, National Football League Players Association (NFLPA)
- Financial Planning Association (FPA) Member
- Institute of Business and Finance Member
- Holds 4 FINRA securities registrations with LPL Financial in 9 states, in addition to insurance licenses
OUTSIDE THE OFFICE
Outside the office, David stays active playing golf and baseball. He and his family reside north of metro Atlanta in East Cobb. In recent years, David pursued acting and has several commercial and film credits to his name. He is an avid Kansas City Chiefs, Kansas Jayhawks and Atlanta Falcons fan, loves live music, and enjoys spending time with family and close friends.
“I have been with this special group of people since our inception in 2003, and it allows me to provide my clients with objective advice and service to help them work towards their goals.”
– David Crew
David Crew, MSFS, ChFC, CFS
Integrated Financial Group
200 Ashford Center North, Suite 400
Atlanta, GA 30338
770-353-6380 or 800-849-5916
CLIENT VISION
David Crew is an approachable, seasoned financial advisor working exclusively with executives, business owners, and professional athletes. David focuses on helping his clients pursue a work-optional lifestyle through conservative, long-term investment management and financial planning. With over two decades of experience in wealth management combined with an early career in broadcasting and retail management, David offers his clients thorough, personalized guidance with his unique blend of humor, optimism, and skill. He values regular, open communication and collaborative strategic planning with clients seeking ongoing wealth management services.
AREAS OF EXPERTISE
- Wealth Management
- Retirement & Distribution Planning
- Estate & Business Transition Planning
- Money Concerns & Budgeting
EDUCATION/CERTIFICATION
- Master of Science in Financial Services Degree, Institute of Business and Finance
- Investment Advisor Representative with LPL Financial
- Chartered Financial Consultant, The American College
- Certified Fund Specialist, Institute of Business and Finance
- Bachelor of Science in Journalism, University of Kansas
- Registered Player Financial Advisor, National Football League Players Association (NFLPA)
- Financial Planning Association (FPA) Member
- Institute of Business and Finance Member
- Holds 4 FINRA securities registrations with LPL Financial in 9 states, in addition to insurance licenses
OUTSIDE THE OFFICE
Outside the office, David stays active playing golf and baseball. He and his family reside north of metro Atlanta in East Cobb. In recent years, David pursued acting and has several commercial and film credits to his name. He is an avid Kansas City Chiefs, Kansas Jayhawks and Atlanta Falcons fan, loves live music, and enjoys spending time with family and close friends.
“I have been with this special group of people since our inception in 2003, and it allows me to provide my clients with objective advice and service to help them work towards their goals.”
– David Crew
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Integrated Financial Group 200 Ashford Center North Suite 400 Atlanta, GA 30338
TOP 25 FIRM
2003-2021
Top Ranked Workplace
2015-2022
Top 25 Firm
2003-2021
TOP RANKED WORKPLACE
2015-2022
Securities and Advisory services offered through LPL Financial, a registered investment adviser. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment adviser or IFG Advisory, LLC, a registered investment adviser. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.