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Craig Clements

Craig Clements

Complex Manager, Ohio Valley-TN Market

Craig joined Waddell & Reed in 2014 to lead the Charlotte, North Carolina Division, before relocating to the Indianapolis area in 2017. Prior to joining Waddell & Reed, Craig was with Principal Financial Group where he worked for the previous 4 years.

Craig has been in the financial services industry since 1998 and has been licensed since 2001. He has an extensive background as both a financial advisor and regional manager.

As a member of the Waddell & Reed field leadership team, Craig oversees numerous financial advisors throughout the area, who serve the financial needs of the community including:

  • Building and leading a team of financial advisors who share Waddell & Reed's commitment to financial planning and superior client service.
  • Providing ongoing professional development and management of financial advisors, district managers and staff; building upon rapport with veteran financial advisors to further develop skills for garnering greater client success.
  • Growing Waddell & Reed's presence in the region by strategically increasing both the capacity of the sales division and number of new clients.
  • Directing ongoing strategic leadership initiatives to further Waddell & Reed's mission and vision.

 

 

10/17