Craig Gilmore, CFGA - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Craig Gilmour, Certified Founders Group Associate

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About Craig

Craig Gilmour
email: Craig.gilmour@raymondjames.com
tel: (843) 949-3040
web: https://www.raymondjames.com/coastalstateswm

 

Craig A. Gilmour, CFP®
Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ professional, Craig Gilmour adds another layer of expertise to the Coastal States Wealth Management team. Craig’s strength in listening to his client’s current and future financial goals allow him to strategize a comprehensive financial plan and implement the investment management necessary to help achieve the client’s immediate and long-term objectives. Since joining Raymond James in 2013, Craig has established relationships with clients that will last for years and include multiple generations of families. He prides himself on earning the trust of his clientele and the ability to guide their family through business ownership, retirement planning, educational planning, and other “life” planning.

Prior to joining Raymond James, Craig spent over 16 years with Standard Register as a Senior Account Executive. Leading projects with an executive team for some of the nation’s largest financial institutions, Craig’s implementation of long-term strategic plans for these institutions earned him the reputation as a leader in this industry. His ability to collaborate with a diverse team for an extended period was no small feat and prepared him for similar relationships in wealth management – serving each client as an individual, understanding long term goals, and collaborating with each entity to implement the strategy.