As your local Edward Jones financial advisor, I believe it's critical for me to understand your specific goals before you invest your money. Partnering together with you, your accountant, your attorney and other professionals, I help determine the most appropriate financial strategies for you and your family. Together, we can develop wealth strategies, retirement savings strategies and estate and legacy strategies to help you reach your goals.
I attended the University of Maryland, College Park, and graduated in 2008 with a Bachelor of Arts in psychology. In addition, I achieved the CRPC™ designation in 2015 and the CFP® certification in 2017. I attended the Heckerling Institute on Estate Planning Conference in 2020, hosted by the University of Miami School of Law. I currently hold three leadership positions at Edward Jones – women's inclusion leader, mentor and field trainer. I am a member of the Anne Arundel Estate Planning Council and am an active member of the Calvert County and Anne Arundel County Chamber of Commerce, and Women to Women of Calvert, as well as a member of the Chesapeake Yacht Club in Shady Side, MD.
I live on a small farm in West River, MD, with my husband, Michael, a travel nurse, and our son, Jonathan, who attends Pre-K at The Calverton School. Most of all, I enjoy spending time with my family. I also enjoy anything outdoors, including tending to my farm, mudding, archery and shooting, boating and riding my Harley-Davidson.
My job is to partner with you to help uncover what is most important to you and your family and to formulate a strategy to help you get there. We will work together to understand your financial goals and clearly see all aspects of your financial picture, so I can create the appropriate guidance that you feel comfortable with.
I look forward to working with you,
- Wealth Strategies
- Intergenerational Planning
- Portfolio Reviews
- Estate & Legacy Strategies
- Retirement Income Strategies
- Military Professionals & Veterans
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
Phone NumberCrystal S Barker at (410) 257-1308
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