David F. Crossan, CFP®, CLU®, CRC®
Senior Financial Advisor
Senior VP - Investments
David joined Wells Fargo Advisors in 2006 and he has 24 years of experience in the financial services industry. His focus is in assisting clients to move toward their financial goals by using a diversified, risk-based wealth management process. He has been awarded the recognition as a Premier Advisor with Wells Fargo Advisors since 2015. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
David has earned the CERTIFIED FINANCIAL PLANNER(TM) CFP® certification [awarded by the Certified Financial Planner Board of Standards, Inc.], CHARTERED LIFE UDERWRITER CLU®CERTIFIED RETIREMENT COUNSELOR® CRC® designation, as well as the CERTIFIED RETIREMENT COUNSELOR® CRC® designation. These credentials provide him with additional knowledge in key areas including investment management and retirement planning strategies for individuals and corporations. As a Wells Fargo Advisors client, you have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust* and Fiduciary Services, and Insurance** as well as various customized and more traditional lending products.
David received a Bachelor's degree from St. Bonaventure University. He has earned the Financial Industry Regulatory Authority (FINRA) Series 4,7,9,10,63 and 65 registrations. He is also insurance licensed in NJ, NY, FL, CT, MD, TX and PA.
* Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
**Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.