4 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
- With CAPTRUST Since 2017
- 434.847.6600
-
925 Main St.
Suite 200
Lynchburg, VA 24504
Stephen L. Crank, CFA®
Senior Vice President,
Financial Advisor
- Lynchburg, VA
- Pillars of the Earth | Butch Cassidy and the Sundance Kid
- My wife, kids, and grandkids
- Treat people the way you want to be treated.
- Trustworthy, caring, and a sense of humor
Financial Advisors
Steve is a wealth management advisor who works out of the Lynchburg, VA office.
Steve joined CAPTRUST in 2017 and serves as a senior vice president and financial advisor responsible for providing comprehensive wealth management and retirement advisory services to high-net-worth investors, private foundations, and corporate executives. Prior to joining the firm, Steve was a principal, portfolio manager at Davidson & Garrard, and he has worked in the industry since 1980.
Helping his clients achieve their investment goals is what motivates Steve most in his work.
Education
- Bachelor of Science degree in business administration from Lynchburg College
- Master of Business Administration degree from Lynchburg College
Industry Designations
- Chartered Financial Analyst®
Industry Involvement
- Chartered Financial Analyst® (CFA) Institute
Memberships
- Board member, Lynchburg College Board of Trustees
- Member, The Awareness Garden Foundation
News & Resources
Resources
Resources
5 months ago
House Passes Historic Coronavirus Stimulus Package
Today, the House of Representatives passed and President Trump is...
Announcements
3 years ago
CAPTRUST Announces Merger of Advisory Firm Davidson & Garrard
Today we welcome our seventh acquisition this year, Virginia-based RIA...