Craig Greenway

Craig Greenway Email and Phone Number

Managing Director @ SFMG Wealth Advisors
Plano, TX, US
Craig Greenway's Location
Plano, Texas, United States, United States
About Craig Greenway

Craig has over 40 years of experience in financial and tax consulting and analysis. Over his career he has served a diversified client base including individuals, trusts, and closely held businesses. He became a Certified Public Accountant in 1983 and a Certified Financial Planner in 1987. He earned the American Institute of Certified Public Accountants’ (AICPA) Personal Financial Specialist designation in 2006. He is a member of the AICPA and the Financial Planning Association (FPA).He is a member of Department of Accounting Advisory Council as well as the Wealth Management Center Advisory Council at the McCombs School of Business at The University of Texas at Austin. He is also active in the Rotary Club of Carrollton Farmers Branch. Craig was appointed in 2011 by the Carrollton City Council to the Metrocrest Hospital Authority Board where he served through June, 2022. He has also been very active for the past twenty years in Carrollton-Farmers Branch ISD’s Student Mentoring Program. In the past thirty-five years he has been on numerous civic, charitable, religious and educational boards and councils as well.About SFMG Wealth Advisors: SFMG Wealth Advisors is a Dallas-based, fee-only Registered Investment Advisor (RIA) comprised of professionals with a variety of unique backgrounds and viewpoints. Founded in 2002 and locally owned, our team offers high-touch, personalized financial planning and wealth management for high-net worth families, business owners, executives and private equity investors. The SFMG Wealth Advisors’ client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We strive to help plan their future, manage their financial affairs, allowing them to enjoy living with financial confidence, and providing peace of mind, for life. To learn more about SFMG Wealth Advisors, visit our website at www.sfmg.com

Craig Greenway's Current Company Details
SFMG Wealth Advisors

Sfmg Wealth Advisors

View
Managing Director
Plano, TX, US
Website:
sfmg.com
Employees:
40
Craig Greenway Work Experience Details
  • Sfmg Wealth Advisors
    Managing Director
    Sfmg Wealth Advisors
    Plano, Tx, Us
  • Sfmg Wealth Advisors
    Stakeholder & Mentor
    Sfmg Wealth Advisors Dec 2023 - Present
    Austin & Texas Hill Country
  • Sfmg Wealth Advisors
    Managing Director
    Sfmg Wealth Advisors 2000 - Present
    Plano, Texas
    SFMG Wealth Advisors is an independent Registered Investment Advisor offering a fee-only compensation model to high net worth individuals and families. Over the years SFMG Wealth Advisors has been recognized in the Dallas Business Journal, the Dallas Morning News, and Investment News as a top wealth management firm in the country. The firm currently has greater than $1 billion in assets under management.Our client relationship philosophy is simple: to consistently deliver advice that creates successful and confident clients. We can help you plan your future, manage your affairs, and enjoy living with financial confidence, providing you with peace of mind. Our beliefs include: • Promote and provide complete transparency• Provide a single point of contact – financial concierge• Simplify the complex and filter out the extraneous• Meet regularly and confirm that your financial goals are on track• Remove and eliminate the obstacles• Utilize the latest research and technologyWe help identify and confirm goals through open and frequent communication. To guarantee that you receive the attention you deserve, we limit the number of clients with which our advisors can partner. Our financial advisors schedule meetings with you to keep you abreast of changes in the market, tax changes, and the economy and their impact on your personal situation.Let us be your strategic financial partner, working with you to address your present concerns and plan for your future aspirations. We provide you with confidence for life.
  • Carroll Caton & Greenway, P.C.
    Shareholder
    Carroll Caton & Greenway, P.C. Jan 1989 - Dec 2001
    Las Colinas, Irving, Texas
    Responsible for managing tax planning & compliance for the firm. Became a Principal of the firm in 2002. Continue to review tax compliance and planning for select clients of the firm.
  • Shelby Rucksdashel & Jones
    Tax Manager
    Shelby Rucksdashel & Jones Jan 1986 - Jan 1989
    Dallas, Texas
    Responsible for managing the Dallas tax practice for this regional CPA firm in Texas (Houston & Dallas) focused in the financial services and real estate industries.
  • Johnson Smith & Co.
    Tax Senior
    Johnson Smith & Co. Jun 1982 - Dec 1985
    Mcallen, Texas Area
    Responsible for tax compliance and planning for clients predominately in the agriculture and real estate sectors.
  • Pkf - Texas
    Staff Accountant
    Pkf - Texas Jan 1981 - May 1982
    Houston, Texas Area
    Responsible for tax compliance for clients predominately in the real estate, healthcare and entertainment sectors.

Craig Greenway Skills

Financial Planning Wealth Management Investments Tax Portfolio Management

Craig Greenway Education Details

Frequently Asked Questions about Craig Greenway

What company does Craig Greenway work for?

Craig Greenway works for Sfmg Wealth Advisors

What is Craig Greenway's role at the current company?

Craig Greenway's current role is Managing Director.

What is Craig Greenway's email address?

Craig Greenway's email address is cm****@****cpa.com

What is Craig Greenway's direct phone number?

Craig Greenway's direct phone number is +197224*****

What schools did Craig Greenway attend?

Craig Greenway attended The University Of Texas At Austin - Red Mccombs School Of Business.

What are some of Craig Greenway's interests?

Craig Greenway has interest in Social Services.

What skills is Craig Greenway known for?

Craig Greenway has skills like Financial Planning, Wealth Management, Investments, Tax, Portfolio Management.

Who are Craig Greenway's colleagues?

Craig Greenway's colleagues are Garrett Cayet, Cfa, Melissa Hawkins, Pamela Kelley, Beth Locke, Jennifer Kunhardt, David Gamble, Tracy Thuy Luu.

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