About Us

Robert Crigler

Phone: 704-540-2947
Mobile: 704-737-2446
Fax: 704-540-2999

Thank you for visiting my website.

For 25+ years I have had the privalege of working with individuals, families and local business owners in creating personalized strategies and implementing solutions to help them take care of their most important financial goals.  The cool part is, that while there are a handful of universally important financial goals, each situation is unique because each client is unique.  For this reason, my team and I use a comprehensive process to make sure we understand where someone is today  and where they want to be at some point in the future, whether already retired or just starting out.  My education and experience help me communicate complex issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process.

Additionally, I help our Branch bring new people into the profession.  We are always looking for good people to join our team.

I am a Charlotte native, as is my wife Catherine (Lowe).  We have two beautiful daughters, Mary Lee and Walker.  Through Myers Park Presbyterian Church we have the good fortune to volunteer with Habitat for Humanity and the Men's Shelter of Charlotte.  We also volunteer with the local MS chapter and support several other organizations.  I have a feeling I will soon be coaching some girls sports teams!

Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

Link to equitable.com

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