Crescent Wealth Advisory, LLC

Meridith Mimbs is a financial advisor at Crescent Wealth Advisory, LLC with 17 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Purshe Kaplan Sterling Investments, and Lion Street Financial. In addition to her advisory role, she owns Duality Embodiment LLC, where she facilitates trauma-informed breath work to help clients manage stress and anxiety. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative solutions such as client-directed cryptocurrency accounts and third-party cash management programs.

Timothy Wyrobek is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 26 years of industry experience. He has worked at several firms, including M Holdings Securities, Inc., Lion Street Financial, Purshe Kaplan Sterling Investments, and Sterne Agee Financial Services. He is also a partner at Crescent Wealth Management, Inc., where he is involved in sales and marketing for fixed life insurance. Crescent Wealth Advisory, LLC is a Georgia-registered investment adviser serving individuals, high net worth clients, business entities, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management focused on individualized planning, using a combination of fundamental and technical analysis to construct and monitor tailored portfolios.

Jeffrey Taylor is a financial advisor with Crescent Wealth Advisory, LLC in Atlanta, GA, holding a Series 63 designation and 25 years of industry experience. He has been with Crescent Wealth Advisory since 2009 and Crescent Wealth Management since 2003, and has prior experience with Purshe Kaplan Sterling Investments and Lion Street Financial. Taylor is also involved in sales and marketing for fixed life insurance through Crescent Wealth Management. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm manages approximately $87.5 million across about 49 clients and employs a team of six investment professionals who use fundamental and technical analysis to construct individualized portfolios, offering continuous supervision, rebalancing, and access to alternative solutions including cryptocurrency accounts and third-party cash management programs.

John Endriss is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Crescent Wealth Advisory, LLC and has previously worked with firms including M Holdings Securities, Inc., Lion Street Financial, and Winged Keel Group. He is also a licensed insurance agent. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management services primarily to individual and high-net-worth clients, managing approximately $87.5 million across 49 accounts. The firm employs fundamental and technical analysis to build individualized portfolios and offers access to alternative investments such as cryptocurrency accounts and third-party cash management programs.