Karyn Cravens
CFP®, JD
Manager of Financial Planning and Client Service Operations
Helping clients achieve their goals and dreams is the most rewarding part of my career. I am passionate about guiding individuals and families through the complexities of estate, business, and retirement planning to ensure they have a secure and prosperous future.
I am a graduate of Lehigh University in Bethlehem, PA, where I studied finance. I also earned my law degree from Emory University School of Law. After practicing estate and business planning law in private practice, I transitioned to the financial services industry with The Equitable. For over 10 years, I consulted with financial advisors, clients, and other professional advisors in the areas of estate, business, and retirement planning and then paused my career to raise my daughter. After becoming an empty nester in 2023, I was excited to rejoin the workforce and continue my journey in financial advising.
Outside of work, I enjoy reading, cooking, and going to the beach. I live with my husband Dave in Lakewood Ranch, FL. Our daughter, Kathleen, is currently studying at the University of Central Florida to become a mechanical engineer.