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Thomas Craft Location
Broadview Heights, OH, US
Thomas Craft Work
President @ Gateway Asset Management, LLC (January 2021 - Present)
President @ Gateway Financial Advisors LLC (August 2016 - Present)
Private Wealth Advisor @ Sagemark Private Wealth Services / Lincoln Financial Advisors (December 2007 - August 2016)
Certified Divorce Financial Analyst @ (May 2000 - December 2013)
President @ Chamber of Commerce in Broadview Heights (July 2005 - June 2010)
Co-Owner @ Estate Planning Team (January 1995 - May 2000)
Director of Taxes and Human Resources @ Bulk Materials, Inc. (January 1989 - February 1994)
Director of Taxes @ LDI, INC (May 1983 - April 1988)
Senior Accountant @ (December 1979 - April 1983)
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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