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Brion Crum
InvestorDirector, Investor Experience & Client Relations Lead at Caliber
Scottsdale, Arizona, United States
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About
Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber, where he works with investors and manages client relationships. He previously served as a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on asset protection, tax planning, and portfolio construction, and began his career as an internal wholesaler at ING Funds before working as an independent advisor. He holds a BSBA in Finance and Aviation Management from The Ohio State University and is a registered representative with Tobin & Company Securities LLC.
Colleagues at Caliber
Frequently asked questions
- Who is Brion Crum?
- Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber, where he works with investors and manages client relationships. He previously served as a financial advisor at Merrill Lynch and Synergy Investments, advising high-net-worth clients and business owners on asset protection, tax planning, and portfolio construction, and began his career as an internal wholesaler at ING Funds before working as an independent advisor. He holds a BSBA in Finance and Aviation Management from The Ohio State University and is a registered representative with Tobin & Company Securities LLC.
- Where does Brion Crum work?
- Brion Crum is Director, Investor Experience & Client Relations Lead at Caliber.
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