Virginia Beach, VA Virginia Beach Blvd Office

Jay Curtis is a financial advisor at Navy Federal Investment Services, LLC with three years of industry experience. He holds a Series 66 credential and has prior work experience with Bank of America and Merrill. Outside of his advisory role, Curtis is involved as a managing member of Curtis Cruisin LLC, which rents Can Am vehicles, and he works part-time as a caregiver and food delivery driver. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through both advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Mark Crabtree is a financial advisor with Navy Federal Investment Services, LLC based in Virginia Beach, VA. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Crabtree has worked within Navy Federal’s affiliated entities since 2011, including roles at Navy Federal Credit Union and its investment services subsidiaries. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through both advisory and brokerage channels, utilizing third-party portfolio managers on the Envestnet platform and providing services including overlay strategies and a Private Wealth Consulting program for clients with $1,000,000 or more.

Joi Morrison is a financial advisor with Navy Federal Investment Services, LLC, holding a Series 66 designation and two years of industry experience. Prior to her current role, she served 12 years in the United States Navy. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services, including an automated ETF-based Digital Investor product. The firm utilizes model portfolios managed by third-party portfolio managers and provides ongoing account monitoring and rebalancing.