Margot Craig
Vice President, Investment Consultant at Graystone Consulting from Morgan Stanley | Greater Chicago Area
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Vice President, Investment Consultant at Graystone Consulting from Morgan Stanley in November 2023 to Present
Wealth Advisor at Blueprint Wealth Advisors, LLC in January 2020 to October 2023
Financial Advisor at Paradigm Wealth Management, LLC in October 2017 to January 2020
Bookkeeper and Tax Accountant at Vincent L Blume Pc in September 2015 to May 2016
Associate Vice President at Millennial Wealth Advisors in May 2015 to September 2015
Executive Assistant Office Manager at Robert D. Craig MD in January 2012 to December 2014
Associate Financial Advisor at Plancorp, LLC in January 2009 to December 2011
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Georgetown University, Bachelor's degree, October 2026
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Banking
Analytical Skills
Insurance
Financial Advisory
Sales Management
Relationship Development
Sales Strategy
Long-term Customer Relationships
Sales Processes
Quotations
Customer Relations
Face-to-face Communication
Customer Relationship Management (CRM)
Client Relations
Retirement Planning
Investment Management
Account Management
Microsoft Excel
Leadership
Microsoft Office
Customer Service
Sales
Coaching
Thinking Skills
Investment Strategies
Critical Thinking
Tax Strategies
Active Listening
Certified Financial Planner
Financial Planning
Investments
Financial Analysis
Portfolio Management
Financial Services
Independent Financial Advice
Money Guide Pro
NaviPlan
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Discover more about Graystone Consulting from Morgan StanleyWhat is Margot Craig email address?
Email Margot Craig at [email protected]. This email is the most updated Margot Craig's email found in 2026.
How to contact Margot Craig?
To contact Margot Craig send an email to [email protected]. (updated on September 02, 2024)
What company does Margot Craig work for?
Margot Craig works for Graystone Consulting from Morgan Stanley
What is Margot Craig's role at Graystone Consulting from Morgan Stanley?
Margot Craig is Vice President, Investment Consultant
What is Margot Craig's Phone Number?
Margot Craig's phone (**) *** *** 304
What industry does Margot Craig work in?
Margot Craig works in the Financial Services industry.
Margot Craig Email Addresses
Margot Craig Phone Numbers
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