Clint Crocker

Clint Crocker, Partner

Phone: 704-970-2929

Clint J. Crocker is a Partner at Barry, Evans, Josephs, and Snipes (BEJS). He works with the families and family offices of privately held businesses and their executive teams in designing and implementing wealth transfer, income protection, business continuity, executive compensation, and charitable legacy plans.

Clint began his career in a John Hancock agency in Atlanta, GA in 1995. He joined BEJS as a case design analyst in 1999, just prior to their sale to Wachovia later that year. In 2001, he returned to production and became a managing director of the Wachovia-owned BEJS. In 2009, Clint became an equity partner and principal of BEJS, following their divestiture from Wachovia Bank the previous year.

Clint is a member of AALU and NAIFA. He is also a member of the Society of Financial Service Professionals (SFSP), the Financial Planning Association (FPA) and holds both the CFP and CLU designations from The American College. He was a 4-year letterman for Furman University’s football program before receiving a BS in mathematics from the University of South Carolina in 1995. He then earned an MS in personal financial planning from Georgia State University in 1998.

Clint currently lives in south Charlotte with his wife, Shelley, and their daughter, Samantha, and son, Daniel. They are active members of their club at Piper Glen and currently attend Forest Hill Church at Ballantyne. Clint enjoys traveling with his family, golfing, exercising, and attending/coaching his kids’ many athletic activities.