At Eagle Rock, Jonathan Crozier works with individual clients on all aspects of their financial plan. Jonathan focuses on investment management, retirement and education planning, income preservation, as well as insurance needs and estate planning.

Jonathan graduated from Butler University earning a bachelor’s degree in finance. After starting his career at Smith Barney in Washington, DC, Jonathan moved to the New York area and has been working with Greenberg & Rapp since 2006. Jonathan has contributed his specialization in portfolio management and trading to the organization, and he enjoys being a part the organization’s vision and its growth. Most of all, Jonathan continues to enjoy helping the people who come to him and Eagle Rock Wealth Management for their financial planning needs.

Jonathan lives in Morristown and is very active in several local charities as well as his church. Jonathan is also an enthusiastic fan of all Pittsburgh professional sports teams, and in his free time he loves listening to live music and spending time with his family and friends.