Crystal Billing, MBA, CFP®, AEP in

Crystal Billing, MBA, CFP®, AEP

Critic · DISC type C
Wealth Advisor & Chief Compliance Officer at SFMG Wealth Advisors
📍 Plano, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
24 Years
Current Role
Wealth Advisor & Chief Compliance Officer
Job Level
Leadership
Location
Plano, Texas, United States
Personality Overview

How Crystal shows up

Information Seeker
Critic
Objective Thinker

They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Crystal cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2021
Wealth Advisor & Chief Compliance Officer
SFMG Wealth Advisors
10-2019
Wealth Advisor
SFMG Wealth Advisors
1-2018 - 10-2020
Manager of Financial Planning
SFMG Wealth Advisors
4-2016 - 1-2018
Senior Financial Planner
SFMG Wealth Advisors
2006 - 2016
Manager of Planning Solutions & Compliance | CERTIFIED FINANCIAL PLANNER™
CFO4Life
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
Bachelor of Business Administration (BBA)
University of North Texas
2004 - 2006
Master of Business Administration (MBA)
The University of Texas at Dallas
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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