Crestmont Private Wealth


Financial Advisor

About Us

We devote our team resources to building meaningful long-term relationships with our clients. We are not only stewards of our client’s wealth, but more importantly we are keepers of financial values.


Associate Director of Operations
Category: Financial Services
APPLY DIRECTLY AT WWW.CRESTMONTPW.COM/JOBS.  Cover letter and resume required. Crestmont Private Wealth is a locally owned business servicing 150+ families with ~$250mm in AUM. We take pride in being a business built for families, as a fiduciary partner to those we serve. This is a full-time (40+ hours) required in-office presence (no remote work). We are seeking a team player who is committed to more
Phone:(830) 368-2898

Rep/Contact Info

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View Personal Bio
Sam McGee
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Hannah Vinyard
Director of Operations
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Alec Walker
Managing Director / Financial Advisor