Craig Stevens
Summary
Accomplished Senior Financial Consultant with a proven track record at Charles Schwab and Fleet Financial Group, showcasing portfolio management and expertise in working with clients of all levels and backgrounds. Friendly and personable with adaptable approach that's effective in educating clients on investment strategies, retirement planning and estate planning. Recognized for increasing marketshare and earning top accolades, including Chairman's Club Member.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Senior Financial Consultant
Charles Schwab
12.2002 - 06.2023
- Cultivated a practice by educating investors and building trust through partnering and empowering while genuinely listening to client needs.
- Met with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
- Established bases for ideas and solutions using MoneyGuidePro financial planning.
- Increased branch moneyline and marketshare by networking and consolidation of assets.
- Top Performing FC, Chairman's Club Member and Career Achievement Award.
Investment Consultant
Fleet Financial Group-Quick & Reilly
07.2000 - 12.2002
Offered Investment guidance and solutions to clients.
Met prospective new clients to educate and onboard to firms platform.
Assisted in branch operations and maintained practice.
Top Producer-Quick & Reilly Masters 2001
Education
Economics
Louisiana State University
Baton Rouge, LASkills
- Portfolio Management
- Series 7
- Series 9,10
- Series 65,66
- Series 63
- Institute of Business and Finance, CFS
- Florida Insurance 0215-Life Variable Annuity
Certification
Certified Fund Specialist (CFS)- Institute of Business and Finance
Timeline
Senior Financial Consultant
Charles Schwab
12.2002 - 06.2023
Investment Consultant
Fleet Financial Group-Quick & Reilly
07.2000 - 12.2002
Economics
Louisiana State University
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