Advisors at this firm
Paul M
CFA®
Atlanta, GA
Crawford Investment Counsel Inc
Paul Marshall is a CFA® charterholder based in Atlanta, GA, with 10 years of industry experience. He has been with Crawford Investment Counsel Inc since 2015. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, institutions, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages a range of equity and fixed income strategies, including several mutual funds for which it serves as adviser.
Debra D
Series 63, Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Debra Disimone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Crawford Investment Counsel since 2003. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.
Randy P
Series 63, Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Randy Pirkle is a financial advisor with Crawford Investment Counsel Inc in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 50 years of industry experience. He has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach with a focus on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.
Boris K
CFA®
Atlanta, GA
Crawford Investment Counsel Inc
Boris Kuzmin is a CFA® charterholder based in Atlanta, GA, with six years of industry experience. He has been with Crawford Investment Counsel Inc since 2005. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies with a longer-term perspective.
Molly E
Series 63, Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Molly Escott Kittrell is a financial advisor at Crawford Investment Counsel Inc with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with Crawford Investment Counsel since 2014. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on income-producing securities and manages portfolios primarily on a discretionary basis with an emphasis on fundamental credit analysis and diversification.
Milton W
Series 63
Atlanta, GA
Crawford Investment Counsel Inc
Milton Williams is a financial advisor at Crawford Investment Counsel Inc with 22 years of industry experience. He holds a Series 63 designation and has been with Crawford Investment Counsel since 1994. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, estates, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.
Denise Noelle H
Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Denise Noelle Halle' Lunsway is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding a Series 65 credential with three years of industry experience. She has worked at Crawford Investment Counsel since 2017, with prior experience at Willis Towers Watson. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.
Leslie K
Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Leslie Krone is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, with 10 years of industry experience. She holds the Series 65 designation and has been with Crawford Investment Counsel since 2005. Outside of her advisory role, she owns and operates Thyme Saving Cuisine/Good Health Sense, a personal chef and health coaching business. Crawford Investment Counsel provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, and other entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies.
Marjorie S
Series 63, Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Marjorie Scanlon is a financial advisor at Crawford Investment Counsel Inc with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bravaldo Capital Advisors, Berman Capital Advisors, Edge Capital Group, and Cornerstone Investment Partners. Crawford Investment Counsel provides discretionary portfolio management and advisory services to a diverse client base, including high net worth individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities across various equity and fixed income strategies.
Robert R
Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Robert Reece is a financial advisor at Crawford Investment Counsel Inc in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Crawford Investment Counsel since 2016, following four years at the University of South Carolina. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across various equity and fixed income strategies, managing portfolios primarily on a discretionary basis.
John S
CFA®, Series 63, Series 66
Atlanta, GA
Crawford Investment Counsel Inc
John Snavely is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Crawford Investment Counsel Inc since 2012. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and municipalities. The firm follows a bottom-up, value-oriented investment approach focusing on higher-quality, income-producing securities and manages portfolios primarily on a discretionary basis.
Thomas B
CFA®, Series 63
Atlanta, GA
Crawford Investment Counsel Inc
Thomas Buehler is a CFA® charterholder with 15 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 2005. The firm provides discretionary portfolio management and advisory services to a diverse client base including high net worth individuals, pension plans, trusts, and charitable organizations. Crawford’s investment approach is bottom-up and value-oriented, focusing on higher-quality, income-producing securities across equity and fixed income strategies.
Alan L
CFP®, Series 63, Series 65
Atlanta, GA
Crawford Investment Counsel Inc
Alan Lane is a CFP® with nine years of industry experience, currently serving as a financial advisor at Crawford Investment Counsel Inc. He has held roles at several firms, including Tidal Creek Capital Advisors and LPL Financial LLC. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities across equity and fixed income strategies, managing portfolios primarily on a discretionary basis.
David B
CFP®, Series 63, Series 65
Atlanta, GA
Crawford Investment Counsel Inc
David Bockel is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Crawford Investment Counsel Inc, where he has worked since 2022. His prior experience includes roles at Resource Planning Group, Ltd., Old Ivy Asset Management, LLC, Alps Distributors, Inc., and Caldwell & Orkin, Inc. Crawford Investment Counsel Inc provides discretionary portfolio management and advisory services to individual clients, pension plans, trusts, charitable organizations, municipalities, and other entities. The firm employs a bottom-up, value-oriented investment approach focusing on dividend-paying equities and income-producing fixed income securities, managing portfolios primarily on a discretionary basis.
David C
CFA®
Atlanta, GA
Crawford Investment Counsel Inc
David Crawford is a CFA® charterholder with 22 years of industry experience. He has been with Crawford Investment Counsel, Inc. since 1992. Crawford Investment Counsel, Inc. provides discretionary portfolio management and advisory services to individuals, pension plans, trusts, charitable organizations, municipalities, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on higher-quality, income-producing securities and manages portfolios across equity and fixed income strategies on a discretionary basis.