Gerald Craig's Location
Concord, NC, US
Gerald Craig's Work
- Affiliate @ Integrated Financial Group | The Brain Trust
- Managing Partner and Financial Advisor @ Carolina Planning Consultants
- Regional Manager @ New York Life
- Regional Sales Representative @ Provident Life and Accident
- Group Sales Representative @ Paul Revere Insurance Group
- Agent @ New York Life
- Trust Officer @ BB&T
Gerald Craig's Education
- Campbell University
BBA (Trust Management)
1981 - 1985 - College for Financial Planning
Certified Financial Planner (CFP®)
- FIke High School
- The American College
Chartered Life Underwriter (CLU)
- The American College
Chartered Financial Consultant (ChFC)
Gerald Craig's Skills
- Estate Planning
- Series 63
- College Education Planning
- Business Succession
- Fixed Annuities
- College Education
- Retirement Income Planning
- Insurance
- Retirement Planning
- Financial Planning
Gerald Craig's Summary
Gerald Craig, based in Concord, NC, US, is currently a Affiliate at Integrated Financial Group | The Brain Trust, bringing experience from previous roles at Carolina Planning Consultants, New York Life Insurance Company, Provident Life and Accident and Paul Revere Insurance Group. Gerald Craig holds a 1981 - 1985 BBA in Trust Management @ Campbell University. With a robust skill set that includes Estate Planning, Series 63, College Education Planning, Business Succession, Fixed Annuities and more, Gerald Craig contributes valuable insights to the industry. Gerald Craig has 4 emails on RocketReach.
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