Elizabeth Flavin Crawford


Stewardship: An ethic that embodies the careful, responsible planning and management entrusted to one’s care; the acceptance or assignment to shepherd and safeguard the valuables of others; choosing service over self-interest.  For Liz, stewardship speaks to her at her core.  She demonstrates her commitment to stewardship in her passion for strengthening families, institutions and serving the community. As a second-generation advisor, results of thoughtful investing and her devotion for others is engrained in her DNA.  “Whether an institution or a family, there are challenges to managing wealth.”  Liz brings a practical approach, working to simplifying the complex nature of investing.  She is passionate about helping those she serves flourish and avoid mistakes.

Work Background

  • (August 2017-Present) Chief Executive Officer, Investment Advisor
  • (2012-2017) Managing Director, Sendero Wealth Management
  • Former Director of Consulting, The Trust Company
  • Former Marketing & Consulting Relationship Associate, Barrow Hanley Mewhinney & Strauss
  • Former Client Service Associate, Solomon Smith Barney
  • Former Client Service & Marketing Associate, Austin, Calvert and Flavin

Education, Volunteer, and Award

  • BA Psychology, Boston University
  • Series 65 licensed
  • Board Member & Former President, Legatus
  • Board Member & Treasurer, Children’s Hospital of San Antonio
  • Member, National Charity League
  • Former President of ChildSafe, Inc.
  • Former Trustee, St. Luke’s Episcopal School
  • Former Board Member & Treasurer, Southwest School of Art
  • San Antonio Business Journal 40 Under 40 Rising Star Award
  • Five Star Advisor Award

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