As Managing Director at Eagle Rock Wealth Management, Jonathan Crozier works with individual clients on all aspects of their financial plan. Jonathan focuses on investment management, retirement and education planning, income protection, 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 firm, and he enjoys being a part the firm’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 with his wife, Judy, and children, Thomas and Olivia. He is involved with the March of Dimes Foundation as well as his local church. Jonathan is also an enthusiastic fan all Pittsburgh professional sports teams, and in his free time he loves listening to live music and spending time with his family and friends.