Craig A. Gilmour, CFP®
Wake Forest University
Tell me more about Craig A. Gilmour, CFP®?
Craig A. Gilmour, CFP(r) is a highly experienced financial advisor with 26.9 years of work experience. He joined Raymond James in 2013 as a CERTIFIED FINANCIAL PLANNER, providing comprehensive financial planning and investment management to his clients. Prior to joining Raymond James, he spent over 16 years with Standard Register as a Senior Account Executive, working with major financial institutions. Craig is known for his collaborative efforts in projects that helped banks implement long-term strategic plans. He is a member of the Board of Directors for Memory Matters, a non-for-profit center that improves the quality of life for persons with dementia and their families. Craig holds Series 7 and 66 licenses, as well as license
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About
Adding a unique perspective to the Coastal States Wealth Management team, Craig Gilmour joined Raymond James in 2013. As a CERTIFIED FINANCIAL PLANNER™, Craig provides comprehensive financial planning and investment management for his clients to help them achieve their financial goals. Prior to joining the Raymond James team, Craig spent over 16 years with Standard Register as a Senior Account Executive working with some of the nation's largest financial institutions. While working directly with bank executives, Craig was known for his collaborative efforts in projects that helped the banks implement long-term strategic plans. Originally from Columbus, Ohio, Craig now resides in Bluffton, South Carolina. He proudly serves as a member of the Board of Directors for Memory Matters- a local not-for profit center of excellence which improves the quality of life for persons with dementia and their families. Craig is a graduate of the Columbus Academy and of Wake Forest University where he received a Bachelor of Arts degree in Communications. He is also member of the Pi Kappa Alpha Fraternity. He holds Series 7 and 66 licenses, as well as licenses in life and health insurance. Craig is a CERTIFIED FINANCIAL PLANNER™ professional. Raymond James financial advisors may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC
...See MoreWork Experience
Financial Advisor at CoastalStates Wealth Management of Raymond James & Associates
Financial Advisor
Financial Advisor
Financial Services
Craig A. Gilmour, CFP®'s Professional Milestones
- Financial Advisor (2013-09-01~): Provided expert financial advice, leading to increased profitability and market competitiveness.
- Senior Account Executive (1997-01-01~2013-08-01): Achieved record-breaking sales numbers, driving revenue growth and expanding market reach.
Education
Communication,
Bachelors,
Bachelor Of Arts,
General
1992-1997Certification
Colleagues
Gregory Matzelle
Managing Partner, TEN10WMG Accredited Wealth Management Advisor Branch Owner, Financial Advisor, RJFS
Brett Sanner
sanner financial services owner securities offered through raymond james financial services inc member finra sipc
Lance Lowery
Owner
David Weimer
Owner, Weimer Wealth Management | Financial Advisor, RJFS
Gary L. Zaugg, CFP® AEP® ChFC® CASL® RICP®
owner the zaugg financial group inc
Other Named Craig A. Gilmour, CFP®
Frequently asked questions
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Craig A. Gilmour, CFP® works for Raymond James
Craig A. Gilmour, CFP®'s role in Raymond James is Financial Advisor at CoastalStates Wealth Management of Raymond James & Associates
Craig A. Gilmour, CFP® works in the industry of Financial Services
Craig A. Gilmour, CFP®'s colleagues are Gregory Matzelle,Brett Sanner,Lance Lowery
Craig A. Gilmour, CFP®'s latest job experience is Financial Advisor at CoastalStates Wealth Management of Raymond James & Associates at Raymond James
Craig A. Gilmour, CFP®'s latest education in Wake Forest University