Stuart Crandall is an associate advisor with Moss Adams Wealth Advisors. He is responsible for coordinating all stages of the financial planning process, assessing risk, asset allocation, portfolio rebalancing, investment implementation, and portfolio monitoring customized to the needs of his clients.
Stuart is a member of the firm's Portfolio Management Team. His knowledge base in personalized financial planning and investment management enables him to understand the unique wealth management needs of high net worth individuals and business owners.
COMMUNITY AND PROFESSIONAL ACCOMPLISHMENTS
- Board Member, Schools Plus Endowment
- Board Member, Social Advocates for Youth (SAY)
PROFESSIONAL AFFILIATIONS AND CERTIFICATIONS
- Member, Moss Adams Wealth Advisors' Portfolio Management Team
- CRPC®; Chartered Retirement Planning Counselor
- FINRA, Series 7 and 66 licensed
- Life Insurance licensed
EDUCATION
- Bachelor of Science, Management, Arizona State University, cum laude