Thomas Craig
Field Supervision Director- Primary at Edward Jones
- Role
- Filed Supervision Director- Primary at Edward Jones
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
About Thomas Craig
After graduating from Catholic University’s Columbus School of Law, I spent three years in the legal profession in northern New Jersey before joining Smith Barney in 2006. I built my practice focusing on business owners, primarily working with attorneys, doctors and transportation companies. Then I was recruited by Barclay’s iShares to help open and grow their east coast sales team prior to their sale to BlackRock. While working with iShares, my main focuses were high net worth individuals and institutional accounts. In 2013, my family moved to Lady Lake, Florida where I began building my practice with Morgan Stanley. I then joined TIAA and continued to grow my book of business. I provide accumulation, distribution and legacy planning strategies that fit the individual goals of my clients, believing that each phase of life requires a tailored approach to investing. I am active with both the ALS Society of America and the March of Dimes instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Filed Supervision Director- Primary
Feb 2025 — Present · Orlando, FL, US
Education
The Catholic University of America, Columbus School of Law
Juris Doctorate
2000 — 2003
Bucknell University
Bachelor of Arts
1995 — 1999
Skills
- Investments
- Asset Management
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Equities
- Finance
- Wealth Management
- Investment Strategies
- Alternative Investments
- Series 7
- Trading
- Fixed Income
- Retirement Planning
- Securities
- Portfolio Management
- Series 63
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.