Craig Morgan

Craig morgan

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location of Craig MorganSt Charles, Illinois, United States
Followers of Craig Morgan898 followers
  • Timeline

  • About me

    Branch Manager, Managing Director at Benjamin F. Edwards & Co.

  • Education

    • Marmion high school

      -
    • St. joseph's college (in)

      1972 - 1976
      Bachelor of science (b.s.) business
  • Experience

    • Merrill lynch

      Jan 1976 - Sept 1979
      Investment broker
    • A.g. edwards

      Sept 1979 - Apr 2009
      Branch manager, senior vice president/investments
    • Stifel financial corp.

      Apr 2009 - Nov 2017
      Branch manager, senior vice president/investments - stifel

      As Senior Vice President/Investments, I think of our clients and what is needed to help them pursue their investment goals. As a Branch Manager, I discuss with my Financial Advisors what is in their clients' best interests and how their clients can have an opportunity to be successful.

    • Benjamin f. edwards & co.

      Nov 2017 - now
      Branch manager, managing director

      Benjamin F. Edwards strives to be a firm that is dedicated to putting clients interests first while providing comprehensive financial advice.Here at Benjamin F. Edwards we cover the spectrum of financial needs. Everything from Wealth Management and Trust management to IRA's and 529's. Every client has a financial objective and a unique solution. Our focus is on the client, their objectives and how best to assist them on their preferred future

  • Licenses & Certifications

    • California department of insurance

      May 2010
  • Honors & Awards

    • Awarded to Craig Morgan
      Iron Man Award (2001 & 2002) -