Jeffrey Crosley in

Jeffrey Crosley

Commander · DISC type D
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

Strong-Willed
Impact-Driven
Risk-Taker

They like to stay in control of the negotiation or defining of the terms. They are less concerned about the product and more about its potential impact. They put a lot of effort into ensuring personal success.

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

No media yetWe could not find public media appearances for this person.
Education
1999 - 2001
Education details unavailable
University of Baltimore
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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