Our Mission
At our core, we believe investment management is more than just numbers, it’s about understanding your vision and aligning our expertise with your aspirations. As partners in your financial journey, we take a personalized approach to wealth management, ensuring that every strategy is tailored to your unique goals. Whether you're growing or selling a business, securing your family's future, or navigating the complexities of retirement, your success is our mission. With a commitment to trust, transparency, and a focus on long-term planning, we navigate the complexities of investing so you can focus on what truly matters.
Your Team
Rick A. Crawford II, CIPM
A North Florida native, Rick grew up on Amelia Island in an entrepreneurial family, both his father and grandfather built successful HVAC businesses. He earned his finance degree from the University of North Florida, where he met his wife, Vida. They now have three children.
Rick began his career in investment research, developing a contrarian investment approach and also exploring quantitative strategies. Since then, he’s broadened his financial services knowledge by holding roles on the both the investment banking and financial software sides of the industry.
He holds the CIPM designation from the CFA Institute and a Series 65 license. Outside of work, Rick enjoys surfing and coaching baseball.
Nelson W. Greene, CFP®
Nelson grew up in DeLand, Florida, and moved to Jacksonville in the early 2000s to attend the University of North Florida, where he earned both his bachelor’s and master’s degrees. Jacksonville has been home ever since. Nelson’s career spans banking, institutional wealth management, and private wealth, with a focus on tax strategy, and long-term strategic planning.
Today, he’s a co-owner of Highline Private Wealth, helping clients design personalized, tax-efficient plans that reflect their goals and values. He’s a Certified Financial Planner™ (CFP®), an Enrolled Agent (EA), and holds a Series 65 license.
Outside of work, Nelson enjoys boating, winter sports, and spending time with his wife, Brittani, and daughters, Scout & Ellie.