About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Andrew Smith
Senior Financial AdvisorManaging Director – Investment Officer
My Experience
Meghan earned a B.S. in Marketing and a Concentration in Finance from Johnson & Wales University, Denver.
Meghan joined Wells Fargo Advisors in January 2020. She comes with a background in Commercial, Multifamily & Residential real estate.
Meghan handles all client value-added services and works daily to build and maintain strong relationships by servicing and supporting current clients. She holds a Series 7 and Series 66 registration.
Meghan earned a B.S. in Marketing and a Concentration in Finance from Johnson & Wales University, Denver.
Meghan joined Wells Fargo Advisors in January 2020. She comes with a background in Commercial, Multifamily & Residential real estate.
Meghan handles all client value-added services and works daily to build and maintain strong relationships by servicing and supporting current clients. She holds a Series 7 and Series 66 registration.
Jared A. Crouse, CFP
Senior Financial AdvisorSenior Vice President - Investment Officer
My Experience
Jared earned B.S. in Economics, University of Maryland, College Park and the CERTIFIED FINANCIAL PLANNER™ Professional.
With over 17 years of experience in financial services Jared began his career as a Financial Advisor at Morgan Stanley. In 2009, he joined UBS Financial Services as a Financial Advisor, earning the title of Assistant Vice-President. In 2016, Jared transitioned to Wells Fargo and recently earned the title of Senior Vice President – Investment Officer.
Jared works with a select number of clients and is committed to help them achieve their financial goals.
Active in the community, Jared currently serves on the Foundation Board for Cecil College. He lives in Chadds Ford, PA.
Professional Experience:
· Wells Fargo Advisors - Financial Advisor, Assistant Vice President - Investments Greenville, DE - 2016 - Present
· UBS Financial Services - Financial Advisor Greenville, DE - 2009 – 2016
· Morgan Stanley - Financial Advisor Greenville, DE - 2005 – 2009
CA Insurance License Number: 0L81881. Resident State PA.
Jared earned B.S. in Economics, University of Maryland, College Park and the CERTIFIED FINANCIAL PLANNER™ Professional.
With over 17 years of experience in financial services Jared began his career as a Financial Advisor at Morgan Stanley. In 2009, he joined UBS Financial Services as a Financial Advisor, earning the title of Assistant Vice-President. In 2016, Jared transitioned to Wells Fargo and recently earned the title of Senior Vice President – Investment Officer.
Jared works with a select number of clients and is committed to help them achieve their financial goals.
Active in the community, Jared currently serves on the Foundation Board for Cecil College. He lives in Chadds Ford, PA.
Professional Experience:
· Wells Fargo Advisors - Financial Advisor, Assistant Vice President - Investments Greenville, DE - 2016 - Present
· UBS Financial Services - Financial Advisor Greenville, DE - 2009 – 2016
· Morgan Stanley - Financial Advisor Greenville, DE - 2005 – 2009
CA Insurance License Number: 0L81881. Resident State PA.
Meghan K. Stisher
Registered Client AssociateMy Experience
Meghan earned a B.S. in Marketing and a Concentration in Finance from Johnson & Wales University, Denver.
Meghan joined Wells Fargo Advisors in January 2020. She comes with a background in Commercial, Multifamily & Residential real estate.
Meghan handles all client value-added services and works daily to build and maintain strong relationships by servicing and supporting current clients. She holds a Series 7 and Series 66 registration.
Meghan earned a B.S. in Marketing and a Concentration in Finance from Johnson & Wales University, Denver.
Meghan joined Wells Fargo Advisors in January 2020. She comes with a background in Commercial, Multifamily & Residential real estate.
Meghan handles all client value-added services and works daily to build and maintain strong relationships by servicing and supporting current clients. She holds a Series 7 and Series 66 registration.