Directory

>

Craig Belis

avatar

Craig Belis

Financial Advisor, Associate Vice President - Investments | Benjamin F. Edwards

Reno, Nevada, United States

View contact details (it's free)

Craig Belis

Summary

Craig Belis is a seasoned financial advisor with over two decades of experience in wealth management and investment planning. He currently serves as the Associate Vice President of Investments at Benjamin F. Edwards & Co., where he focuses on helping clients achieve their financial goals through personalized strategies. Craig holds a Certified 401(k) Professional designation, showcasing his expertise in retirement planning. His career includes leadership roles in various organizations, including co-founding a marketing firm and serving as CEO of a record label. Craig's approach emphasizes building lasting relationships with clients by understanding their unique financial situations. He is passionate about educating individuals on the benefits of investing and creating tailored financial strategies. With a background in environmental studies, he also brings a unique perspective to his financial practice. Craig's commitment to client success is evident in his proactive approach to financial advising.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Startup Experience

Craig Belis

Work Experience

company logo

Financial Advisor, Associate Vice President - Investments at

Benjamin F. Edwards

February 2018 - Present

company logo

Financial Advisor at

Wells Fargo Advisors

March 2010 - February 2018

company logo

Co-Founder at

Frequency Mkgt

June 2007 - February 2010

💼

CEO at

Battle Born Records

August 2005 - July 2007

company logo

General Manager at

Reva International

January 1999 - January 2006

Logos provided by Logo.dev

Craig Belis

Education

Binghamton University, Bachelor Of Science - Bs

January 1990 - January 1994

Frequently Asked Questions about Craig Belis

What is Craig Belis email address?

Craig Belis's primary email address is ***********@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Craig Belis work for?

Craig Belis is a Financial Advisor, Associate Vice President - Investments at Benjamin F. Edwards, a company specializing in Functions related to depository banking.

Where Craig Belis graduated from?

Craig Belis holds a degree in Environmental Studies from Binghamton University.

How can I directly contact Craig Belis?

To contact Craig Belis directly, you can use the email address ***********@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.

Who is Craig Belis?

Craig Belis is a seasoned financial advisor with over two decades of experience in wealth management and investment planning. He currently serves as the Associate Vice President of Investments at Benjamin F. Edwards & Co., where he focuses on helping clients achieve their financial goals through personalized strategies. Craig holds a Certified 401(k) Professional designation, showcasing his expertise in retirement planning. His career includes leadership roles in various organizations, including co-founding a marketing firm and serving as CEO of a record label. Craig's approach emphasizes building lasting relationships with clients by understanding their unique financial situations. He is passionate about educating individuals on the benefits of investing and creating tailored financial strategies. With a background in environmental studies, he also brings a unique perspective to his financial practice. Craig's commitment to client success is evident in his proactive approach to financial advising.

Craig`s contact details

mail

***********@benjaminfedwards.com

***********@wfadvisors.com

***********@wellsfargo.com

Colleagues

avatar
Nick Barlotta

Branch Manager, Senior Vice President - Investments

avatar
Nicole Avery-Young

Branch Relationship Administrator - Associate Vice President

avatar
Steven Perry

Financial Consultant/ Branch Manager/Senior Vice President Investments

avatar
Steven Phillips

Managing Director - Investments

Cfp Peter Tampellini

Senior Vice President - Investments

avatar
Awma Philip Pascarella Cdfa Crps Ppc

Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®

avatar
Aimee Helms

Vice President, Financial Advisor at Benjamin F Edwards & Co

avatar
Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

avatar
Andee Shenocca

Managing Director-Investments

avatar
Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

View Contact details (it's free)
Request Profile Removal