Crystal trevino groover

Financial Advisor

Crystal Trevino Groover began her career in finance when she landed a prestigious internship at a top investment bank in New York City, supporting the firm’s Latin America Financial Institutions Group.  The following summer she graduated summa cum laude with a degree in Finance from the University of Florida, and relocated to Atlanta to begin a two-year management training program with Bank of America. She eventually moved to Cox Communications in Atlanta, where she held several roles in the commercial services division’s Finance group.

Crystal always knew her career path would lead to personal financial advising. She joined Global Wealth in 2014 and declares herself “…happy to be the person clients can go to for guidance on one of the most important matters in their lives.” Her practice now focuses on the financial planning needs of corporate professionals. What she enjoys most about her work is the ability to help people realize their goals. “I love the moment when I can provide clarity or expose clients to a concept they had not considered in the past – that’s very gratifying,” says Crystal.

The desire to help others take control of their finances extends far beyond Crystal’s job and into her volunteer efforts. While attending the University of Florida, she co-founded a non-profit program called Dollars & Sense, whose mission was to provide money management skills to high school students. In Atlanta, Crystal volunteers in a program called MoneyWise at Buckhead Church. She mentors people who are going through difficult financial times, so that they may get back onto solid ground and move their lives forward.

FAMILY

Outside of work, Crystal enjoys, running, cooking, and traveling with her husband, Mike, a commercial pilot.

 

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THE REST OF OUR TEAM

Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

Pablo Fernandez
Principal

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Travis Payne
Partner, Business Development

Dane Cooper
Financial Advisor

Laura J.Rodriguez

Ivan M. Illan
Partner, Investment Management