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Craig W. Burgess

Craig W. Burgess

Financial Advisor

Craig is a Financial Advisor with Waddell & Reed in the Cool Springs office of Franklin, TN.  His work and passion is working with individuals and their families through an investment management capacity.  Working directly with his clients, he can create strategies that are focused on their individual goals, built through a shared purpose, and supported by an array investment and risk management products.

Becoming a Financial Advisor with Waddell & Reed means more to him than a title or an occupation.  It is a commitment.  Craig's personal commitment is to work with his clients to establish and pursue financial goals through planning and management of investment assets.  His purpose is to help his clients build, manage, and transfer wealth.  He strives to act with honesty and integrity, and excellent service.  His success will not be measured by performance statistics, but rather by his client’s success in pursuing their goals. 

Since his affiliation began with Waddell & Reed in 2002, he has built a successful practice due to acknowledging his clients as the reason he exists as a financial advisor.  He is thankful for each one and makes an effort to let them know that.  He is devoted to personal growth and currently holds the designation of Chartered Mutual Fund Counselor, (CMFC), earned at the College of Financial Planning, and a Bachelors degree from Trevecca Nazarene University. He is active in his community and volunteers his time and resources to several local charities and church activities as well as spending quality time with his wife and three sons.

 

Waddell & Reed is not affiliated with any other entities referenced herein.  08/18