Earl Crockett, CFP®

Experience

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  Delaware Investments

  May 2007 - Aug 2007

  Operation Intern

  Effectively gained essential knowledge of company’s various departments and mutual funds, further developing my knowledge of the industry Demonstrated unprecedented networking skills by interacting with portfolio managers and CEO to produce exceptional projects, increasing personal potential for future progression within the company

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  Howard University

  Jun 2007 - May 2008

  Management Team Leader

  Provided exceptional communication link between the Class of 2011, Merrill Lynch and administrators, not only impacting major decisions made for the student population but, assisting all parties regularlyDeveloped exquisite management and teamwork skills through guiding 20 freshmen and transfer students through rigorous projects and presentations, while being responsible for providing 20% of their class grade

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  Merrill Lynch

  Jun 2008 - Jul 2008

  Card Services - Intern

  Gained outstanding management and problem solving skills through independently solving approximately 10 critical issues weekly, through scheduling and running meetings with employees and managers within and outside of the companySuccessfully managed all incoming issues and independently covered for entire group for a full work week, developing excellent leadership skillsDeveloped great presentation skills and professionalism by creating and presenting numerous projects ranging from $2.5 million pitches to delivering research results to managers and directors Show less

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  Howard University

  Aug 2008 - May 2010

  Resident Assistant

  Recognized as "Resident Assistant of the Year" by displaying excellent leadership and interpersonal skills through mentoring, servicing and providing guidance to over 200 residents socially and academicallyEffectively communicated and collaborated with staff to develop 40-50 programs that will address all residents needs for educational, recreational, social and community service type of interactions

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  UBS

  Jun 2009 - Aug 2009

  Separately Managed Accounts - Intern

  Generated a substantial knowledge of Separately Managed Account products by developing a presentation for executive partners through consistent interaction with Product ManagersSignificantly increased project and time management skills by heading up a money manager migration between two trading programs which allowed me to work directly with managers at other firmsAcquired senior level experiences & responsibilities such as attending outside money manager meetings and approving strategies up to $100 million as program offerings Show less

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  Morgan Stanley

  Jun 2010 - now

  Working with clients to develop and execute customized financial plans in effort to help better provide them with holistic wealth management services. Partnered with a group of Financial Advisors who are dedicated to helping preserve and grow wealth while providing access to some of the worlds most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices. In addition, we are focused on bringing tailored advice and industry leading research to individuals & businesses interested in improving their investment and financial management.Disclaimers: ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.htmlThe investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.For more information on the designation(s), go to:https://fa.morganstanley.com/thereidgroupNMLS#: 1255311 Show less Trained and assisted financial advisors throughout my region to develop and deliver personalized wealth management strategies within a holistic financial plan to their clients.By incorporating financial planning into a client’s wealth management process, I leveraged the Firm’s many resources and my personal knowledge, judgment and skill set, to help clients visualize their financial goals within the context of their investment strategy. Utilized business-management knowledge, financial planning experience and interpersonal skills to provide clients with individualized and comprehensive financial services and investment strategies. Show less

  • Associate Vice President, Financial Advisor

    Oct 2013 - now

  • Wealth Advisor Associate

    Aug 2012 - Sept 2013

  • Rotational Product Analyst

    Jun 2010 - Aug 2012