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Michael Penney

Affiliate Partner at Crescent Wealth Advisory

  • LinkedIn

My career has been structured around helping clients navigate through the complexity of estate and business succession planning. I have been in the industry for over four decades and have...

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CRESCENT WEALTH ADVISORY

CRESCENT WEALTH ADVISORY

  • description Description
    Crescent Wealth Advisory represents an integration of asset protection and asset management competencies. This powerful combination ensures a transference of industry expertise, unlimited acc...

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  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Crescent Wealth Advisory Org Chart and Mapping

Employees

Kirby Paulsen

Director of Client Relations

Wajma Rasoul

Private Wealth Strategist

Nathan Jeansonne

Insurance Consultant/Business Development

CLTC Jim Nolan

Private Wealth Specialist

Meridith Mimbs

Director of Private Client Services

Jeff Taylor

Founder and Principal

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  • Email  :  m****@crescentwealthadvisory.com

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