portrait of Emma B Crabtree

About Emma

Often people feel overwhelmed with all the tools and resources available and aren't sure where to begin. Coming from the healthcare industry, I pride myself on educating people and helping them navigate difficult situations. I became a financial advisor to directly influence the lives in my hometown and surrounding area.

Whether planning for retirement, education, emergency funds, estate considerations, life insurance or other financial needs – we strive to create a personal financial strategy which allows us to better assist individuals, families, companies and communities with what is most important to their situations.

I had the privilege of playing collegiate soccer and...

Focus Areas

  • College Savings
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • New Investors

Work History

  • Edward JonesSeptember 2023 to Current
  • YMCAJuly 2023 to August 2023

Education

  • Pfeiffer CollegeMasters
  • Guilford CollegeBachelor of Science

Personal Interests

  • Coaching Sports
  • Community Outreach
  • Pets
  • Crafts
  • Traveling

Team Members

  • Penny Everette
    Sr. Branch Office Administrator
  • Kathy Southard
    Sr. Branch Office Administrator
  • Vaness Willard
    Sr. Branch Office Administrator
  • Kristy Williams
    Branch Office Administrator

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