Crescent Wealth Advisory, LLC

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. His prior roles include positions at Sterne Agee Financial Services, Purshe Kaplan Sterling Investments, and Lion Street Financial. He is a founder and partner at Crescent Wealth Advisory and Crescent Wealth Management, where he also engages in fixed life insurance sales and marketing. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management primarily to individual and high-net-worth clients. The firm employs fundamental and technical analysis to construct individualized portfolios, offers ongoing supervision and rebalancing, and facilitates access to alternative investment solutions including client-directed cryptocurrency accounts.

Ryan Bowker is a financial advisor at Crescent Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Crescent Wealth Advisory since 2023. In addition to his advisory role, Bowker is the North American Key Account Manager at Shell PLC, a multinational energy company, where he has been employed since 2013. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative investment solutions, including client-directed cryptocurrency accounts.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

John Endriss is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Crescent Wealth Advisory, LLC and has previously worked with firms including M Holdings Securities, Inc., Lion Street Financial, and Winged Keel Group. He is also a licensed insurance agent. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $87.5 million across 49 accounts. The firm employs fundamental and technical analysis to build individualized portfolios and offers access to alternative investments such as cryptocurrency accounts and third-party cash management programs.