CRAIG MORRILL
Wake Forest,NC
Summary
Experienced with providing comprehensive financial advice and investment strategies. Focuses on educating and guiding clients toward their personal and financial goals. Track record of building strong client relationships and delivering personalized financial plans. Passionate about finance and brining a client first approach.
Overview
9
9
years of professional experience
Work History
Owner
Summit Legacy Group
08.2025 - Current
- Leads a team of 5 wholesaling and acquiring fix and flip properties.
- Renovated multiple properties that have been repurposed as AirBNB's..
- Leveraged Salesforce to streamline operations and improve client relations and followup.
- Developed relationships with local real estate agents and brokers to increase referrals and expand market reach.
- Developed relationships with multiple sub contractors in different markets to ensure quick and quality project completion.
- Coordinate sub-contractors, deliveries, inspections for all projects.
- Leads construction projects by reviewing scope of work and blueprints with sub-contractors.
Financial Advisor
Summit Global Investments
01.2025 - Current
- Developed and maintained strong client relationships to enhance satisfaction and retention.
- Fostered relationships with local hospitals and educated employees on self directed retirement accounts.
- Analyzed diverse investments, optimizing portfolios for risk and return.
- Advised clients on debt management strategies, improving financial health.
- Led local networking events, fostering relationships with key stakeholders for business growth.
- Achieved recognition as top new account advisor from January to September.
- Use Right Capital to build comprehensive, interactive, financial plans for clients.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Series 65
- Life/Health/Accidental Insurance
Insurance Broker
Symmetry Financial Group
09.2022 - 01.2025
- Exceeded sales targets by 25%-45%, driving revenue growth from 5x to 10x return on marketing investment.
- Developed onboarding platform and coaching systems, enhancing agent retention and productivity across agencies.
- Hired and managed over 20 agents, implementing training to increase revenue and performance.
- Coached and trained multiple top producers.
- Created innovative marketing strategies to fill sales pipelines with qualified prospects.
- Retained 90% of policyholders during annual renewal period.
Project Superintendent
Cade Inc General Contractors
06.2023 - 05.2024
- Compiled daily field report, detailing all key activities and outlining project progress for stakeholders.
- Handled project take-offs, permitting, and percurement.
- Managed residential and commercial projects in scope of 200k-2m.
- Handled scheduling of subcontractors, deliveries, inspections, and staff to complete projects within required timeframes.
- Coordinated power equipment use and maintenance to create safe working environment, limit accidents, and prevent damages.
- Assessed subcontractor bids on stand alone building projects for costs, conformity to requirements and overall suitability.
- Conducted walk-throughs with clients prior to project close, completing punchlists and answering all questions.
- Monitored project milestones and adjusted scheduling to meet deadlines.
- Participated in project budget and cost control measures, tracking progress and making necessary financial adjustments to meet company goals.
- Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
- Reviewed blue prints with contractors and superintendents to ensure progress and job scope completion.
Owner
Frontier Excavation
01.2019 - 08.2023
- Operated custom home building and excavation business, managing residential and commercial projects.
- Responsible for entire project to include: take offs, land development, excavation, framing, finish work, landscaping, and all sub contractors and schedule of inspections.
- Oversaw all business operations including client and vendor relations, estimating, and billing.
- Cultivated client satisfaction through strict adherence to deadlines and project timelines.
- Managed projects from $25k-$4m.
- Used CAD software to design projects and show clients renderings.
- Worked with engineers and architects to complete complex projects and overcome building design issues.
- Calculated excavation tonnage and prepared fill-hauling diagrams for earth-moving operations.
- Managed multiple projects, enforcing adherence to building codes, regulations and customer home desires.
- OSHA 10, Trench Safety, DEP Certification
Police Officer
Lewiston Police Department
01.2017 - 04.2021
- Conducted patrols and completed investigations while serving on High-Risk Entry Team.
- Trained and mentored fellow officers, enhancing team capabilities.
- Recognized with multiple awards for community service and critical incident response.
- Developed community engagement strategies to strengthen police-community relations.
- Conducted witness interviews and gathered details regarding incidents to determine best course of action.
- Responded immediately to reports of automobile accidents and criminal activity, calling for additional support as necessary.
Education
Business Management
University of Maine
06-2015
Pre-Med
University of Southern Maine
06-2013
Skills
- Project Management
- Negotiation
- Leadership
- Client Relations
- Team Management
- Team Development
- Salesforce
- Right Capital Planning Software
- Cash Flow Optimization
- Project Tracking
- Work Flow Planning
- Construction Site Management
- Project estimating
- Blue Print Reading
Timeline
Owner
Summit Legacy Group
08.2025 - Current
Financial Advisor
Summit Global Investments
01.2025 - Current
Project Superintendent
Cade Inc General Contractors
06.2023 - 05.2024
Insurance Broker
Symmetry Financial Group
09.2022 - 01.2025
Owner
Frontier Excavation
01.2019 - 08.2023
Police Officer
Lewiston Police Department
01.2017 - 04.2021
Business Management
University of Maine
Pre-Med
University of Southern Maine