Caleb Crouch

As Director of Case Management, Caleb Crouch plays a key role in supporting both advisers and clients on a daily basis. With five years of experience in the financial services industry, Caleb is dedicated to providing seamless support and ensuring every client feels valued and cared for. He takes pride in his ability to adapt and grow when faced with new tasks or challenges, always striving to deliver the highest level of service.

Caleb holds a Bachelor of Arts degree in Political Science from UNC–Charlotte, where he focused on business, communications, and research. His education and experience have equipped him with the skills to navigate complex situations and foster strong relationships with clients and colleagues alike.

Outside of work, Caleb enjoys spending time with his girlfriend and can often be found exploring—whether it’s discovering hidden gems in the city, relaxing at the beach, or adventuring in the mountains.