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Crystal Stevens, CFP®, EA
Crystal Stevens joined Creative Financial Group in 2002. She designs and analyzes customized financial plans for corporate executives, professionals, retirees and business owners. In addition to providing comprehensive financial planning and investment management solutions, she prepares individual tax returns for her clients and other clients of the firm.
After earning a BBA in Finance from the University of Georgia, she began working at Regions Bank analyzing high-end commercial loans and lending realtionships. She went on to complete her Master of Science in Personal Financial Planning at Georgia State University and became a Certified Financial Planner. She continued her education by earning a Master of Taxation and becoming an Enrolled Agent.
Crystal is a financial planner who focuses on building long term relationships. She believes in looking at clients’ complete financial situation and providing guidance to help make the best decisions for their families. Crystal strives to promote financial awareness and enjoys giving educational presentations to help individuals learn more about their finances or understand their corporate benefits. She has been quoted in the Peachtree Papers and as announced by the Atlanta Magazine, Crystal was name a Five Star Wealth Manager for 2012, 2013, and 2014.
Not only is Crystal a devoted team member at the office, she is actively involved in her community; whether volunteering at her church, helping her kids’ school, or cheering on her two young boys at their various activities. Crystal and her husband Pate live in Gwinnett County with their two boys, Carter and Ely.
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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. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck