Thomas Craft Email & Phone Number
President
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Thomas Craft Location
- Broadview Heights, OH, US
Thomas Craft Work
- 2021 -now President @ Gateway Asset Management, LLC
- 2016 -now President @ Gateway Financial Advisors LLC
- 2007 -2016 Private Wealth Advisor @ Sagemark Private Wealth Services / Lincoln Financial Advisors
- 2000 -2013 Certified Divorce Financial Analyst @
- 2005 -2010 President @ Chamber of Commerce in Broadview Heights
- 1995 -2000 Co-Owner @ Estate Planning Team
- 1989 -1994 Director of Taxes and Human Resources @ Bulk Materials, Inc.
- 1983 -1988 Director of Taxes @ LDI, INC
- 1979 -1983 Senior Accountant @
Thomas Craft Education
- Cleveland State University
Bachelor of Business Administration (Accounting)
1976-1979 - Parma High School 1969-1972
Thomas Craft Skills
- Estate Planning
- Retirement Planning
- Wealth Management
- Investments
- Strategic Financial Planning
- Small Business
- Wealth
- Finance
- Succession Planning
- Tax
- Mutual Funds
- Risk Management
- Retirement
- Life Insurance
- Financial Planners
- Employee Benefits
- Personal Finance
- Fixed Annuities
- Securities
- High Net Worth Individuals
- Variable Annuities
- Trusts
- Financial Advisory
- Asset Allocation
- IRAs
- Series 7
- Investment Advisory
- Long-term Care
- Investment Strategies
- Investment Management
- Long Term Care Insurance
- Alternative Investments
- Uniform Combined State Law
- Estate Tax Planning
- Series 63
- Asset Management
- Series 6
- Financial Planning
Thomas Craft Summary
- Thomas Craft, based in Broadview Heights, OH, US, is currently a President at Gateway Asset Management, LLC. Thomas Craft brings experience from previous roles at Gateway Financial Advisors LLC, Sagemark Private Wealth Services / Lincoln Financial Advisors, Artista Financial Group, LLC and Chamber of Commerce in Broadview Heights. Thomas Craft holds a 1976 - 1979 Bachelor of Business Administration in Accounting @ Cleveland State University. With a robust skill set that includes Estate Planning, Retirement Planning, Wealth Management, Investments, Strategic Financial Planning and more. Thomas Craft has 1 mobile phone numbers on RocketReach.
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