Broker Check

Team


William Henry Crew III has earned a reputation for delivering excellence as a financial services professional and as a leader within the San Luis Obispo community. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®),...

Read more

Harry Sturtz

Client Services Associate

(805) 781-3885 x204

(805) 781-3884

Harry joined William Henry Crew Wealth Management in 2008 as a Client Services Associate with over 20 years of financial operations and real estate experience.

Read more

Maddie Alcorn

Client Services Associate

805-781-3885

805-781-3884

Maddie joined Crew Wealth Management the Summer of 2015. She graduated from Northern Arizona University with degrees in Management and Marketing. Maddie has been working in the Financial Industry...

Read more

Sarah Blackey

Director of First Impresssions

(805) 781-3885

Sarah Blackey joined the Crew Wealth Management team in July of 2018. She graduated from California Polytechnic State University, San Luis Obispo with a Bachelor’s degree in Political Science and a minor in Psychology.

Read more

Latest Market Commentary Sign Up

 

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

William Henry Crew III, CA Insurance License #0B17626 is a Registered Representative and securities offered through LPL Financial, member FINRA/SIPC. Madeline Alcorn, CA Insurance License #0K84677 is a Registered Assistant and securities offered through LPL Financial, member FINRA/SIPC. Financial Planning offered through Crew Wealth Management, a registered investment advisor and separate entity of LPL Financial.

Investment Advice offered through Crew Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, GA, HI, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, TX, UT, VA, WA, WI, WY.