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

Jonathan graduated from Butler University with a bachelor’s degree in finance. After starting his career at Smith Barney in Washington, DC, Jonathan moved to New York and began his career with Greenberg & Rapp in 2006. He has contributed his specialization in portfolio management and trading to the practice and is proud to be a part of our vision and growth. Most of all, Jonathan enjoys helping the people who come to him for their financial planning needs.

Jonathan lives in Morristown with his wife, Judy, and their two children, Thomas and Olivia. He contributes his time to the March of Dimes Foundation and his local church. He is an enthusiastic fan of all Pittsburgh professional sports teams. In his free time, he loves listening to live music and spending time with his family and friends.