William W. Crozier, Jr., CLTC  Partner and Financial Planner, Medina

Assitant: Tanya Plagens,

William W. Crozier, Jr., CLTC is a financial planner with Skylight Financial Group. He has over two decades of experience in the financial planning industry, having previously worked at Prudential, Royalton Financial Group and MetLife. Bill focuses his practice on asset preservation and income generation during retirement. He enjoys helping clients identify goals and alleviating their concerns through the creation of a strategic plan.

Within the firm, Bill is also a founding member of the Retirement Income Group, Skylight's retirement planning team. RIG focuses on the client's long-term retirement and income strategy.

Bill is a graduate of Baldwin Wallace College where he earned his bachelor's degree in Business / Business Administration. He resides in Olmsted Falls with his wife and daughter and coaches her city softball team. Bill is an active member of the Olmsted Falls Chamber of Commerce and Grace Church in Middleburg Heights.

View Bill's LinkedIn profile.

William W. Crozier is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. OSJ: 2012 W. 25th Street, Suite 900, Cleveland OH 44113. 216-621-5680.

Check the background of this investment professional on FINRA's BrokerCheck.


Oct 19, 2016 - Meet Skylight's New Partner, Bill Crozier

Aug 2, 2016 - 10 Questions with Bill Crozier, Financial Planner at Skylight's Cleveland Office

May 14, 2015 -  Skylight's Bill Crozier Appointed to the PFLAG Cleveland Advisory Board

Group Assignment(s):

  • Partners
William W. Crozier, Jr., CLTC, Partner and Financial Planner, Medina


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