Jeris Crpc
Financial Advisor and Member Owner at Savant Wealth Management | Birmingham, Alabama, United States
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Jeris Crpc is a seasoned financial advisor at Savant Wealth Management, bringing over 16 years of experience in the financial services industry. Since 2007, she has been dedicated to helping clients navigate the complexities of retirement planning, investment management, and comprehensive financial planning. Jeris graduated from Birmingham-Southern College in 2005 with a B.A. in History, complemented by a distinction in Leadership Studies, which has equipped her with a unique perspective on client relationships and strategic decision-making. She further honed her analytical skills at the University of Dublin, Trinity College, where she earned a degree in Philosophy in 2007.
In her current role at Savant Wealth Management, Jeris is instrumental in delivering tailored financial solutions that align with her clients' long-term goals. Her expertise in personal risk management and estate planning allows her to provide holistic advice that addresses both immediate financial needs and future aspirations. Key projects she has undertaken include developing customized retirement strategies for high-net-worth individuals and families, ensuring they can achieve financial independence while preserving their legacies.
As a member-owner of Savant Wealth Management, Jeris is committed to fostering a collaborative environment that prioritizes client success. Her Chartered Retirement Planning Counselorâ„¢ designation further underscores her dedication to excellence in retirement planning, allowing her to guide clients through the intricacies of wealth accumulation and distribution. With a focus on building lasting relationships and a deep understanding of the financial landscape, Jeris continues to empower her clients to make informed decisions that secure their financial futures.
Financial Advisor and Member Owner at Savant Wealth Management in December 2023 to Present
Partner at Bridgeworth Wealth Managemen at Bridgeworth Wealth Management in January 2019 to January 2024
Financial Advisor at Bridgeworth Wealth Management in August 2012 to January 2024
Financial Advisor at Ameriprise Financial Services, Inc. in April 2007 to August 2012
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Retirement Planning
Investment Management
Financial Planning
Personal Risk Management
Estate Planning
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Discover more about Savant Wealth ManagementWhat is Jeris Crpc email address?
Email Jeris Crpc at [email protected] and [email protected]. This email is the most updated Jeris Crpc email found in 2026.
What is Jeris Crpc phone number?
Jeris Crpc phone number is +12059560382.
How to contact Jeris Crpc?
To contact Jeris Crpc send an email to [email protected] or [email protected]. If you want to call Jeris Crpc try calling on +12059560382. (updated on October 29, 2024)
What company does Jeris Crpc work for?
Jeris Crpc works for Savant Wealth Management
What is Jeris Crpc's role at Savant Wealth Management?
Jeris Crpc is Financial Advisor and Member Owner
What industry does Jeris Crpc work in?
Jeris Crpc works in the Financial Services industry.
Jeris Crpc Email Addresses
Jeris Crpc Phone Numbers
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