Craig Spry Email & Phone Number
Certified Financial Planner @ EY
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Craig Spry Location
- Charlotte, NC, US
Craig Spry Work
- Certified Financial Planner @ (October 2026 - Present)
- Advisor @ (September 2025 - Present)
Craig Spry Education
- University of North Carolina at Charlotte
Bachelor of Science (BS) (Finance)
1991-1996 - Catawba College
General Studies (Finance, General)
1990-1991 - University of North Carolina at Charlotte
Bachelor of Science - BS (Finance)
Craig Spry Skills
- Series 63
- Securities
- Investments
- Portfolio Management
- Series 65
- Management
- Training
- Financial Goals
- Retirement Planning
- Mutual Funds
- Retirement
- Insurance
- Fixed Annuities
- Asset Allocation
- 401k
- IRAs
- Life Insurance
- Investment Strategies
- Estate Planning
- Disability Insurance
- Alternative Investments
- Asset Management
- Equities
- Fixed Income
- Variable Annuities
- 401k Rollovers
- Bonds
- Investment Advisory Services
- Financial Advisory Services
- Long Term Care Insurance
- Financial Advisory
- Account Management
- Analytical Skills
- Attention to Detail
- Banking
- Business
- Business Development
- Business Insights
- Business Relationship Management
- Capital Gains Tax
- Certified Financial Planner
- Client Relations
- Client Services
- Collaborative Problem Solving
- Communication
- Constructive Feedback
- Consultation
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Data Analytics
- Due Diligence
- ETFs
- Estate Tax Planning
- Family Wealth Management
- Fiduciary
- Finance
- Financial Analysis
- Financial Education
- Financial Planning
- Financial Planning Software
- Financial Reporting
- Financial Services
- Global Asset Management
- HNW
- Interpersonal Skills
- Investing
- Investment Communications
- Investment Management
- Knowledge Acquisition
- Lead Generation
- Leadership
- Long-term Care
- Market Analysis
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Model Portfolios
- Morningstar
- Negotiation
- Oral Communication
- Organization Skills
- Personal Development
- Personal Financial Planning
- Presentation Skills
- Presentations
- Private Banking
- Private Wealth Management
- Problem Solving
- Process Consulting
- Quarterly Reviews
- Relationship Building
- Relationship Development
- Roth IRAs
- Sales
- Service-Level Agreements (SLA)
- Small Business
- Spreadsheets
- Tax Planning
- Team Leadership
- Teamwork
- Time Management
- Trusting Relationships
- Uniform Combined State Law
- VBA Excel
- Work-Life Balance
- Written Communication
Craig Spry Summary
- Craig Spry, based in Charlotte, NC, US, is currently a Certified Financial Planner at EY. Craig Spry brings experience from previous roles at Belmont Capital Advisors. Craig Spry holds a 1991 - 1996 Bachelor of Science (BS) in Finance @ University of North Carolina at Charlotte. With a robust skill set that includes Series 63, Securities, Investments, Portfolio Management, Series 65 and more. Craig Spry has 4 emails and 2 mobile phone numbers on RocketReach.
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