Crystal Stevens, CFP®, EA
Advisor
Crystal joined Creative Financial Group in 2002. She designs and analyzes customized financial plans for corporate executives, professionals, retirees and business owners. Crystal is a key member of the AT&T and Southern Company planning teams at Creative Financial.
In addition to providing comprehensive financial planning and investment management solutions, she prepares individual tax returns for Creative Financial Group clients.
Crystal worked for two years at Regions Bank analyzing high-end commercial loans and lending relationships.
She earned a BBA in Finance from the University of Georgia. She also holds an MS with a major in Personal Financial Planning and a Master of Taxation from Georgia State University. She is a member of the Financial Planning Association, UGA Alumni Association and Georgia State Alumni Association. Crystal and her husband Pate reside in Lilburn, GA. with their sons, Carter and Ely.
Contact Info:
moc.dtlgfcnull@snevetS.latsyrC
678-320-3051
770-913-9619 fax
Copyright © 2011 Creative Financial Group
All rights reserved.
Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank.