Jeffrey P. Crosley
Jeff joined Northwestern Mutual in September 2001 after earning a degree in marketing from the University of Baltimore. Before embarking on a career in finance, Jeff worked in the outdoor recreation Industry where he helped people grow personally through physical and mental challenges in the wilderness. Although becoming a wealth management advisor feels like a pretty big leap from mountaineering; when Jeff transitioned into the financial industry, he found that he was able to bring valuable skills that he had honed over years of trekking and climbing to his new clients. Jeff eventually built a team and went on to establish Traverse Wealth Management in 2023. In the outdoor world, the term traverse means to go from one place to another such as crossing a river or moving across slopes or glaciers to gain higher ground or a different perspective. This is a perfect analogy for how Jeff and the other professionals at Traverse Wealth Management work with their clients: helping people navigate the challenges of growth to get to where they want to go.
In addition to his role as a Wealth Management Advisor, Jeff is the District Director for the Northwestern Mutual – Baltimore office. Each year, he oversees the career development of dozens of financial representatives as they begin their professional journeys. Jeff has a deep passion for mentoring and utilizes his own career experience and life lessons to enrich the other professionals on his team.
Jeff is committed to his own professional development, and to best serve his clients he earned his CERTIFIED FINANCIAL PLANNER™ Professional, and Chartered Life Underwriter (CLU®) designations. Jeff is a native Marylander, originally from Davidsonville, he has called Baltimore home for over 24 years. He currently lives in Roland Park with his wife, Heather, and their pups. Jeff stays true to his outdoor roots through his passion for being in the mountains, traveling, and enjoys tennis, fly fishing, and golf.
