Cindy Crossen

Cindy Crossen
Premier Banker

7610 Gleason Dr

Knoxville, TN 37919-6816

About me

Background

Cindy Crossen is a Premier Banker with 34 years of financial services experience and has had the privilege of helping clients improve their economic position by understanding what’s most important and unique to them. She helps clients take a comprehensive, holistic, and strategic approach to their finances, while delivering customized, balanced solutions that include banking, investments, risk management, and estate planning.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

BSBA in Business Finance
University of Central Florida

Personal interests

Cindy enjoys exploring new places with her German Shepherd, Ares (the Dog of War), creating unique adventures for her two special granddaughters, and renovating her mid-century forever home.

Specialties

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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