Craig Vinson
Financial Advisor, Investments - Raymond James Private Client Group
- Role
- Financial Advisor, Investments at Raymond James
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Craig Vinson
20••••••••00 Highway 280 South, Suite 100 Birmingham, Alabama 35223
Experience
Financial Advisor, Investments
Apr 2019 — Present · Birmingham, AL, US
With a specialization managing investment portfolios I work with select families, privately-held businesses, and institutional clients. With an objective based, high conviction, tax-efficient process I craft unique solutions for every client. Whether working with a business owner through the growth, sale or transfer of a business, helping a family explore wealth transfer strategies, or developing a disciplined investment policy for an organization, I work objectively to develop a strategic plan in the areas of asset management and financial planning.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC
Education
Auburn University at Montgomery
Master of Business Administration, Finance
1999 — 2001
The University of Alabama
Bachelor's degree, Corporate Finance
1997
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