Craig Greenway
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Craig Greenway Email & Phone Number

Managing Director at SFMG Wealth Advisors
Location: Plano, Texas, United States 7 work roles 1 school
1 work email found @sfmg.com 5 phones found area 972, 469, and 214 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email c****@sfmg.com
Direct phone (972) ***-****
LinkedIn Profile matched
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Current company
SFMG Wealth Advisors
Role
Managing Director
Location
Plano, Texas, United States
Company size
40 employees

Who is Craig Greenway? Overview

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Quick answer

Craig Greenway is listed as Managing Director at SFMG Wealth Advisors, a with 40 employees, based in Plano, Texas, United States. AeroLeads shows a work email signal at sfmg.com, phone signal with area code 972, 469, 214, and a matched LinkedIn profile for Craig Greenway.

Craig Greenway previously worked as Stakeholder & Mentor at Sfmg Wealth Advisors and Shareholder at Carroll Caton & Greenway, P.C.. Craig Greenway holds Bachelor’S Degree, Accounting - Tax from The University Of Texas At Austin - Red Mccombs School Of Business.

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Email format at SFMG Wealth Advisors

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{first}@sfmg.com
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AeroLeads found 1 current-domain work email signal for Craig Greenway. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Financial Planning, Wealth Management, Investments, Tax, and 1 others.

Current workplace

Craig Greenway's current company

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SFMG Wealth Advisors
Sfmg Wealth Advisors
Managing Director
Plano, TX, US
Website
sfmg.com
Employees
40
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7 roles · 27 years

Craig Greenway work experience

A career timeline built from the work history available for this profile.

Managing Director

Current
Sfmg Wealth Advisors

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.

2000 - Present ~26 yrs 6 mos

Shareholder

Carroll Caton & Greenway, P.C.

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.

Jan 1989 - Dec 2001

Tax Manager

Shelby Rucksdashel & Jones

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.

Jan 1986 - Jan 1989

Tax Senior

Johnson Smith & Co.

Mcallen, Texas Area

Responsible for tax compliance and planning for clients predominately in the agriculture and real estate sectors.

Jun 1982 - Dec 1985

Staff Accountant

Pkf - Texas

Houston, Texas Area

Responsible for tax compliance for clients predominately in the real estate, healthcare and entertainment sectors.

Jan 1981 - May 1982
Team & coworkers

Colleagues at SFMG Wealth Advisors

Other employees you can reach at sfmg.com. View company contacts for 40 employees →

JK Jennifer Kunhardt Jennifer Kunhardt Colleague at Sfmg Wealth AdvisorsRockwall, Texas, United States View → SB Sihem Benalah Sihem Benalah Colleague at Sfmg Wealth AdvisorsGreater Paris Metropolitan Region, France View → LR Lashell Robbins Lashell Robbins Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View → JP Jo Pa Jo Pa Colleague at Sfmg Wealth AdvisorsHayward, California, United States View → AJ Avery J. Klatsky, Cfp® Avery J. Klatsky, Cfp® Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View → MJ Maxim Jostrand Maxim Jostrand Colleague at Sfmg Wealth AdvisorsAllen, Texas, United States View → PK Pamela Kelley Pamela Kelley Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States View → GC Garrett Cayet, Cfa Garrett Cayet, Cfa Colleague at Sfmg Wealth AdvisorsDallas, Texas, United States View → SC Stephanie Criswell Stephanie Criswell Colleague at Sfmg Wealth AdvisorsAubrey, Texas, United States View → MH Melissa Hawkins Melissa Hawkins Colleague at Sfmg Wealth AdvisorsPlano, Texas, United States View →
1 education record

Craig Greenway education

FAQ

Frequently asked questions about Craig Greenway

Quick answers generated from the profile data available on this page.

What company does Craig Greenway work for?

Craig Greenway works for SFMG Wealth Advisors.

What is Craig Greenway's role at SFMG Wealth Advisors?

Craig Greenway is listed as Managing Director at SFMG Wealth Advisors.

What is Craig Greenway's email address?

AeroLeads has found 1 work email signal at @sfmg.com for Craig Greenway at SFMG Wealth Advisors.

What is Craig Greenway's phone number?

AeroLeads has found 5 phone signal(s) with area code 972, 469, 214 for Craig Greenway at SFMG Wealth Advisors.

Where is Craig Greenway based?

Craig Greenway is based in Plano, Texas, United States while working with SFMG Wealth Advisors.

What companies has Craig Greenway worked for?

Craig Greenway has worked for Sfmg Wealth Advisors, Carroll Caton & Greenway, P.C., Shelby Rucksdashel & Jones, Johnson Smith & Co., and Pkf - Texas.

Who are Craig Greenway's colleagues at SFMG Wealth Advisors?

Craig Greenway's colleagues at SFMG Wealth Advisors include Jennifer Kunhardt, Sihem Benalah, Lashell Robbins, Jo Pa, and Avery J. Klatsky, Cfp®.

How can I contact Craig Greenway?

You can use AeroLeads to view verified contact signals for Craig Greenway at SFMG Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Craig Greenway attend?

Craig Greenway holds Bachelor’S Degree, Accounting - Tax from The University Of Texas At Austin - Red Mccombs School Of Business.

What skills is Craig Greenway known for?

Craig Greenway is listed with skills including Financial Planning, Wealth Management, Investments, Tax, and Portfolio Management.

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