Crewe Advisors Expands With Strategic Addition of Utah-Based Advisory Team
Crewe Advisors (Crewe) today announced a strategic partnership with James Davenport, CFP® and his team of three associates.
- Crewe Advisors (Crewe) today announced a strategic partnership with James Davenport, CFP® and his team of three associates.
- “I’ve known the Crewe team for several years and have admired the business they’ve built.
- We’ve designed Crewe to be a destination for advisors who want to serve clients with multi-family office-level support,” said Ryan Halliday, Managing Partner of Crewe Advisors and a 20-year veteran of the financial services industry.
- “Having Crewe Foundation and investment banking capabilities through Crewe Capital offers James’s clients new planning opportunities and, simultaneously, the new team strengthens our ability to serve our existing clients.”