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Our financial advice team


Crawford Mickey McGill

Crawford Mickey McGill

CFP®, CRPC®, AAMS®, APMA®

Private Wealth Advisor

Managing Director
Reveal Wealth Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Business Retirement Plans
  • Social Security Retirement Benefits

Interests

Spending time with my family

Church

Mentoring youth

Traveling and Playing Golf

Learning and growing personally and spiritually

Recruiting for my Alumni Association

Giving seminars on financial empowerment to youth and adults

Going to plays and movies

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2013-2017, 2019-2020
  • Five Star Wealth Manager, 2013-2020
  • National Quality Award, National Association of Insurance and Financial Advisor, 2016

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7, 66, Life & Health (Group 1)

Education

  • Hampton University
  • Rice University
  • College for Financial Planning

Community participation

  • Windsor Village UMC Boys Rites of Passage Program
  • Volunteer at the Ensemble Theatre
  • President of Hampton University Alumni Greater Houston Chapter
  • Financial Empowerment Counselor Program at Windsor Village UMC