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Kyle Crawford

Kyle Crawford

Senior Relationship Manager

Followers of Kyle Crawford439 followers
location of Kyle CrawfordLaGrange, Georgia, United States

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  • Timeline

  • About me

    Director at Bison Wealth, LLC

  • Education

    • College of Financial Planning

      1999 - 2001
      Certified Financial Planner Designation Financial Planning

    • Cannon Trust School

      1998 - 1999
      Trust and Estates

    • University of Georgia - Terry College of Business

      1988 - 1991
      Bachelor of Business Administration (B.B.A.) Finance, General

      Activities and Societies: Phi Delta Theta Finance

    • University of Georgia - Terry College of Business

      1991 -
      Finance

      Activities and Societies: Phi Delta Theta

  • Experience

    • Synovus

      Jun 1997 - Apr 2006
      Senior Relationship Manager

    • Morgan Stanley Smith Barney

      Apr 2006 - Dec 2013
      Financial Advisor, Certified Financial Planner

    • Bison Wealth, LLC

      Jan 2014 - now
      Director

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board
      Feb 2001
      View certificate certificate

    • Certified Financial Planner (CFP)

      CFP Board
      Feb 2001

  • Volunteer Experience

    • Board Member

      Issued by City of LaGrange Planning and Zoning on Apr 2011
      City of LaGrange Planning and ZoningAssociated with Kyle Crawford

    • Member, Past Treasurer

      Issued by Rotary on Apr 1997
      RotaryAssociated with Kyle Crawford