Our Qualifications

Crescent Financial was formed in 2009 by Robert Virden, ChFC.  In his most recent role prior to the formation of Crescent Financial, Mr. Virden was Director, Eastern U.S., for Saturna Capital, the portfolio manager for the Amana Mutual funds.  Mr. Virden earned his B.S. in Finance at the University of Maryland and the Chartered Financial Consultant (ChFC) designation by completing required courses with The American College of Financial Services. He has more than 20 years of  experience in the capacity as a Financial Advicer in the investment industry with firms including Merrill Lynch, UBS Financial Services, Salomon Smith Barney and Legg Mason Wood Walker as well as Branch and Sales Manangement at Smith Barney and Legg Mason.  Of particular note, as a manager at Smith Barney, he appeared in a series of short film-clips which aired on United Airlines flights made to educate investors about individual retirement accounts (IRA's) and important issues surrounding required mandatory distributions (RMD's) and beneficiary designations. He was also interviewed and several times quoted in noteworthy newpapers during periods of market turbulence and uncertainty while he was a Branch Manager at Smith Barney. 

     




2015 Five Star Wealth Manager Award *

* Please click on the following link to learn more about the Five Star Wealth Manager award.  By clicking on this link, you will be directed to a website that is not under the control of MSI Financial Services, Inc. Five Star Wealth Manager Award