Jason Croy, CFA, CFP^®, MBA

Wealth Advisor

Overview

Jason is an advisor in our Greensboro office where he serves clients in a wealth management and financial planning capacity, striving to help clients uncover their needs and achieve their goals. Prior to joining SFG, Jason was a senior investment analyst at a large RIA in Raleigh, North Carolina, where he worked with the chief investment officer on asset allocation research, economic analysis and portfolio design. In addition, he supported the private wealth division in managing clients’ portfolios. Jason joined SFG in 2017.

Education

BBA – Economics, Valdosta State University

BBA – Finance, Valdosta State University

MBA - Duke University

Credentials & Professional Associations

Chartered Financial Analyst
(CFA) Charterholder
CERTIFIED FINANCIAL PLANNER^® professional
Member of CFA Society of North Carolina

About Me

My wife and I are blessed with three wonderful daughters. We love traveling whenever possible and getting outdoors – taking trips to the mountains or the beach, running with the dog, or just enjoying a local park. Originally from Atlanta, I take every opportunity to cheer on the Braves and Falcons and try to make it down to catch a game at least once each season.

Chapel Hill Office

1414 Raleigh Road,
Suite 110
Chapel Hill, NC 27517
(919) 636-3634

Greensboro Office

324 W. Wendover Avenue,
Suite 204
Greensboro, NC 27408
(336) 230-1811

Contact Information

stearnsfinancial@stearnsfinancial.com
toll free: (800) 881-7374

Stearns Financial Group (SFG) is registered with Hightower Advisors, LLC, a registered investment advisor with the SEC. Advisory services are offered through Hightower Advisors, LLC. This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors. All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. SFG and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice. This is for informational purposes only; the opinions expressed are solely those of SFG and do not represent those of Hightower Advisors, LLC, or any of its affiliates.

Legal & Privacy

Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary

Hightower Advisors, LLC is a SEC registered investment adviser.

Jason Croy, CFA, CFP®, MBA