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Emily Crum, Financial Advisor

FINANCIAL ADVISOR
Emily L Crum

2816 Erwin Rd Ste 109, Durham, NC 27705opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Sustainable investing
  • LGBTQ+ Finances
  • Wealth Strategies
  • New Investors
  • Charitable Giving
  • Entrepreneurs & Business Owners

About Emily

Where to entrust the management of your family's wealth can be the single most important financial decision you will make. My practice aims to streamline and strategize your financial portfolio to help you meet your short-term and long-term goals. I believe it is crucial to invest my time in understanding you and your values in order to properly steward your finances. By learning what is most important to you, we can partner together to determine the most appropriate strategies for you, your family, and your business.

There is no one-size-fits all financial solution. We work with our clients to develop personalized...

Work History

  • Edward JonesJanuary 2020 to Current

Education

  • Univ of NC-Chapel HillBachelor of Arts

Personal Interests

  • Art & Theater
  • Backpacking
  • Board Games
  • Hockey
  • Outdoor Enthusiast

Team Members

  • Amy Peters
    Registered Branch Associate
  • ReAnn Morris
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(919) 382-3085

Fax

(800) 303-4610

Office Address

2816 Erwin Rd Ste 109
Durham, NC 27705opens in a new window

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