Crystal Farris

Registered Client Associate

Tel: 804-583-1985

Email: [email protected]

Crystal Farris

“It’s an honor to be a partner with our clients through all their life stages, from marriages, child births, and retirement to assisting with estates; we work together all the way. I am thrilled to be working at a boutique practice with a tight-knit team, where we all share the same focus – our clients.”

Serving my clients

In my 15-plus years in the wealth management business, I’ve found that building relationships with clients is by far the best part of the job. I strive to earn the confidence and trust of our clients by providing excellent and consistent service. I purposefully learn about each client’s financial situation, needs, and values in order to serve them better. My philosophy is guided by empathy, as I strive to treat clients as I want to be treated.

About me

My husband, Adam, and I live with our three children in Chesterfield County. We love animals and have a unique collection of pets, including ducks, cats, rabbits, a gerbil, and a lizard. Our children keep us busy with their hobbies and interests, and as a family, we enjoy camping, being outdoors, visiting new places, and being active at our church. I have served on the Chesterfield-Colonial Heights Christmas Mother Committee since 2018.

Experience

Wells Fargo Advisors, Mullins & Gordon Financial Consulting & Wealth Management

Registered Client Associate and Client Associate

Wells Fargo, The Private Bank

Senior Client Associate and Administrative Assistant

US Trust/Bank of America

Client Sales and Service Officer, Assistant Branch Manager, Teller Operations Manager, Teller

Certification & Education

Registered Representative (FINRA Series 7)
Investment Advisor Representative (Series 66)
Notary Public Commission, Commonwealth of Virginia
Bachelor of Arts from Christopher Newport University

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, IL, MA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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