Ann Crawford

Senior Registered Client Service Associate

With a background in accounting, Ann began her career in the financial services industry at Philhower & Company in 1978 in Macon, Georgia, which through several mergers and acquisitions later became UBS, and the Macon office was acquired by Stifel in 2009.  During her time in the industry, she has performed accounting duties, cashiering and wire services, client services, and served as operations manager for the branch during the years as a UBS Financial Services branch office.  Ann's primary focus is client service.  Her goal is to provide the highest level of customer service possible and to cultivate and maintain client relationships.  On a day-to-day basis, she serves a variety of client needs and requests.  This includes entering trades, providing quotes, processing money market and wire transfer transactions, opening new accounts, and processing all necessary paperwork to maintain customer accounts.  Ann is responsible for coordinating client meetings, reviews, and handling customer communications.

 

Ann is registered and has more than 37 years of financial services industry experience.  She is highly organized and motivated to provide the level of service and attention to which our clients are accustomed.  Ann holds the FINRA Series 7, 63, 65, 9, and 10 securities registrations.

Phone (478) 722-6420
Fax (478) 746-1841