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.