Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

I am originally from Davidsonville, Maryland and began with Northwestern Mutual in September 2001 after completing my Bachelor of Science degree in marketing from the University of Baltimore. I have a passion for mentoring Financial Advisors and have found success as a District Director, overseeing the Baltimore office. I have also served as a Field Director and currently work as a Wealth Management Advisor, catering mostly to attorneys, physicians, sales professionals, maritime professionals, and business owners.

As an Advisor my favorite part of the job is helping my clients gain peace of mind knowing their financial security plan is in order. Throughout my service I have qualified for Million Dollar Round Table numerous times (2006, 2008, 2010-2015) and have earned my CLU® and CFP® designations.

I am actively involved with the Living Classrooms Foundation and Shepard’s Clinic. In 2012 I was honored as a Living Classrooms Foundation “Rising Star” for his charitable contributions to the community.  I reside in Baltimore City with my wife, Heather, and our dogs, George and James Franco. I am passionate about rock climbing and traveling and enjoy squash, fishing, and golf.

Awards and Recognition

 

Million Dollar Round Table Life Member 2018

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying Member 2006, 2008, 2010-2016

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2017

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2005, 2007-2008, 2010

Award recognizing persistency and performance

Jeffrey P. Crosley, CLU®, CFP®

Wealth Management Advisor

 

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