David Crowley in

David Crowley

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Investment Adviser Representative at Bright Wealth Management
📍 McKinney, 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.

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Experience
29 Years
Current Role
Investment Adviser Representative
Job Level
Junior
Location
McKinney, Texas, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

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

Work history

4-2019
Investment Adviser Representative
Bright Wealth Management
1-2013 - 2-2019
Principal Advisor
Financial Gravity Wealth
1-2013 - 4-2017
Chief Development Officer
John Pollock Financial
1-1997 - 12-2014
Owner
Resonate, Inc.
Member
Insurance Green LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1981 - 1986
MS
University of Minnesota
1975 - 1978
Bachelor of Science (BS)
Missouri University of Science and Technology
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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