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.


Part Time - Afternoons (2-5pm daily) office manager and executive administrative assistant, on Main St!
Category: Administrative, Support & Clerical
Join an amazing team at at our historic 604 S Main Office!   We are a full service wealth management firm that caters to 140+ families, and growing!   Our office has a daily need for an in person worker who has ability to be at the office 2-5pm daily, and ability to flex their schedule to more hours potentially over the BISD breaks (seasonal work).  This is light administrative 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