Strength in numbers

John "Jack" Crabtree,
Financial Advisor and Research Assistant

Jack Crabtree has two goals for his clients: to create plans that address their full financial lives and to give them the sense of confidence that comes from working closely with a dedicated advisor. His passion for his work and competitive drive make him a powerful advocate, continually working to improve the support he provides and deepen his client relationships.

A graduate of the University of South Carolina, where he earned a Bachelor of Science degree in sports and entertainment management, Jack’s first foray into finance was as an intern with Wagener-Lee Wealth Advisors, LLC. He joined the team full time as an advisor in 2017 after earning his Series 7 and 66 licenses.

Jack is an Annapolis native and plans to continue his work on behalf of St. Jude Children’s Research Hospital, which began when he helped re-found USC’s Rho-Omega Chapter of Tau Kappa Epsilon, in his hometown.

In his spare time, he enjoys playing sports – specifically basketball – with friends.