Jeffrey Crosley in

Jeffrey Crosley

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District Director at Northwestern Mutual
📍 Baltimore, Maryland, United States

Jeff Crosley is a District Director and Wealth Management Advisor at Northwestern Mutual, holding CFP® and CLU® certifications. He co-founded Traverse Wealth Management and was recognized by Forbes as a top financial security professional in Maryland. He is passionate about mentoring the next generation of advisors.

Jeffs dedication to financial planning is deeply personal, inspired by his fathers hard work to pay for his and his brothers education. This experience fuels his passion for helping clients and new recruits build secure financial futures and live lives they control.

He once recruited a talented individual to his team after being impressed with their service while they were selling him a phone.

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Experience
24 Years
Current Role
District Director
Job Level
Mid-senior
Location
Baltimore, Maryland, United States
Personality Overview

How Jeffrey 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 Jeffrey cares about

Mentoring Advisors
As a District Director, he is passionate about dedicating his time and energy to training and developing the next wave of financial advisors.
Talent Recruitment
He is actively seeking and hiring top talent for his firm, even finding promising individuals in unconventional places like a Verizon store.
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Career

Work history

9-2012
District Director
Northwestern Mutual
9-2001
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
1999 - 2001
Education details unavailable
University of Baltimore
Social presence
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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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