Kellie Crewse

Senior Wealth Manager at True North Advisors LLC - Dallas, TX, US

Kellie Crewse's Colleagues at True North Advisors LLC
Tara Scottino

Principal, Vice President, Senior Wealth Manager

Contact Tara Scottino

Colin Bindner

Associate Wealth Manager

Contact Colin Bindner

Lakin Kennedy

Investment Operations Analyst

Contact Lakin Kennedy

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Kellie Crewse's Contact Details
HQ
214-360-7300
Location
Dallas/Fort Worth Area
Company
True North Advisors LLC
Kellie Crewse's Company Details
True North Advisors LLC logo, True North Advisors LLC contact details

True North Advisors LLC

Dallas, TX, US • 50 - 99 Employees
Financial Services

True North is a fee-only, independent wealth management firm compromised of service-focused, disciplined advisors who are committed to excellence. We seek to Fulfill Lives™ for our clients, community partners and team members. Putting people first is at the core of what we do. True North was founded in 2000 by Scott Wood and Mark Gehlbach who sought to build a wealth management firm that was radically different from what they had experienced on Wall Street. True North's culture is built on listening to what matters most to clients, because only then can the best path to reaching their goals truly be determined.True North offers comprehensive solutions, including wealth planning and investment management to high and ultra high-net-worth families, entrepreneurs, and institutions no matter what stage of life they may be entering. Additionally, our Investment Team provides a full-range of institutional quality, private investment offerings through our internal Western Alternative Strategies platform.True North offers conflict-free advice that's inspired by our clients' aspirations, not sales commissions. We view ourselves as stewards of our clients' wealth and well-being.

wealth management advisors financial advice financial planning investment portfolio management Financial Services Financial Advisory Services Investment Banking Asset Management Finance
Details about True North Advisors LLC
Frequently Asked Questions about Kellie Crewse
Kellie Crewse currently works for True North Advisors LLC.
Kellie Crewse's role at True North Advisors LLC is Senior Wealth Manager.
Kellie Crewse's email address is ***@truenorthadvisors.com. To view Kellie Crewse's full email address, please signup to ConnectPlex.
Kellie Crewse works in the Financial Services industry.
Kellie Crewse's colleagues at True North Advisors LLC are Tara Scottino, Caleb Brian, Colin Bindner, Andrew Oberst, Anna Hamilton, Lakin Kennedy, Connor Gross and others.
Kellie Crewse's phone number is 214-360-7300
See more information about Kellie Crewse