Craig W. Gordon
- Role
- Advisor Vice President at Prevail Strategies
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Craig W. Gordon
We help establish and manage financial control for our clients. Our team…
Experience
Advisor Vice President
Jan 2021 — Present
Prevail is an organization that challenges the financial services industry status quo. Our belief is that the financial services industry, as a whole, puts too much emphasis on the accumulation phase. And while that\'s obviously important, not enough attention is typically given towards the distribution phase; both for retirement as well as legacy to heirs. In particular, how taxes will significantly erode any accumulated value when assets are distributed. I\'m thankful to lead a team of advisors - subject matter experts - where together we help individuals and families create more financial control and certainty.
Education
Centre College
BA, International Relations
1998 — 2002
Skills
- Competitive Analysis
- Marketing
- Portfolio Management
- Financial Services
- Sales
- Life Insurance
- Aquaculture
- Recruiting
- Brokers
- Management
- Employee Benefits
- Finance
- Strategic Planning
- Insurance
- Fixed Annuities
- Financial Advisory
- Long-Term Care
- Disability Insurance
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