Craig W. Gordon, Clu®, Wmcp®, Aif®

Craig W. Gordon, Clu®, Wmcp®, Aif® Email and Phone Number

Vice President | Wealth Management Certified Professional® | Coach @ Prevail Innovative Wealth Strategies
Craig W. Gordon, Clu®, Wmcp®, Aif®'s Location
Overland Park, Kansas, United States, United States
Craig W. Gordon, Clu®, Wmcp®, Aif®'s Contact Details

Craig W. Gordon, Clu®, Wmcp®, Aif® work email

Craig W. Gordon, Clu®, Wmcp®, Aif® personal email

n/a
About Craig W. Gordon, Clu®, Wmcp®, Aif®

We help establish and manage financial control for our clients. Our team delivers intentional, goal-based investment planning techniques for affluent and high-net worth clients. We assist these clients in the areas of tax mitigation, estate planning, investment management and insurance.Clients receive customized plans that create, leverage and protect wealth.Having dedicated divisions for risk management, investment management and private real estate opportunities, Prevail is challenging the financial services industry status quo. See how...

Craig W. Gordon, Clu®, Wmcp®, Aif®'s Current Company Details
Prevail Innovative Wealth Strategies

Prevail Innovative Wealth Strategies

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Vice President | Wealth Management Certified Professional® | Coach
Craig W. Gordon, Clu®, Wmcp®, Aif® Work Experience Details
  • Prevail Innovative Wealth Strategies
    Advisor | Vice President
    Prevail Innovative Wealth Strategies Jan 2021 - Present
    Leawood, Kansas, Us
    Prevail is an organization that challenges the financial services industry status quo.Our belief is that the financial services industry, as a whole, puts too much emphasis on the accumulation phase. And while that's obviously important, not enough attention is typically given towards the distribution phase; both for retirement as well as legacy to heirs. In particular, how taxes will significantly erode any accumulated value when assets are distributed.I'm thankful to lead a team of advisors - subject matter experts - where together we help individuals and families create more financial control and certainty.
    View
  • Prevail Innovative Wealth Strategies
    Advisor | Divisional Vice President
    Prevail Innovative Wealth Strategies Nov 2019 - Dec 2020
    Leawood, Kansas, Us
    View
  • Prevail Innovative Wealth Strategies
    Advisor | Relationship Manager
    Prevail Innovative Wealth Strategies Nov 2017 - Oct 2019
    Leawood, Kansas, Us
    View
  • Constant Coverage | Premier National Benefits
    Co-Founder, Director - Marketing & Distribution
    Constant Coverage | Premier National Benefits Apr 2011 - Dec 2017
    A full service insurance, risk management and benefits brokerage organization that operates in 35+ states.
  • Midland National Life Insurance Company
    Regional Sales Manager
    Midland National Life Insurance Company Sep 2008 - Oct 2010
    Sioux Falls, Sd, Us
    View
  • Crailhuntly
    Director Of Sales And Marketing
    Crailhuntly Apr 2004 - Sep 2008
  • Kansas City Life Insurance Company
    Agent
    Kansas City Life Insurance Company Jun 2002 - Apr 2004
    Kansas City, Mo, Us
    View

Craig W. Gordon, Clu®, Wmcp®, Aif® Skills

Insurance Life Insurance Fixed Annuities Sales Disability Insurance Management Employee Benefits Marketing Financial Services Finance Recruiting Brokers Financial Advisory Competitive Analysis Long Term Care Strategic Planning Aquaculture

Craig W. Gordon, Clu®, Wmcp®, Aif® Education Details

  • Centre College
    Centre College
    International Relations

Frequently Asked Questions about Craig W. Gordon, Clu®, Wmcp®, Aif®

What company does Craig W. Gordon, Clu®, Wmcp®, Aif® work for?

Craig W. Gordon, Clu®, Wmcp®, Aif® works for Prevail Innovative Wealth Strategies

What is Craig W. Gordon, Clu®, Wmcp®, Aif®'s role at the current company?

Craig W. Gordon, Clu®, Wmcp®, Aif®'s current role is Vice President | Wealth Management Certified Professional® | Coach.

What is Craig W. Gordon, Clu®, Wmcp®, Aif®'s email address?

Craig W. Gordon, Clu®, Wmcp®, Aif®'s email address is cr****@****tly.com

What schools did Craig W. Gordon, Clu®, Wmcp®, Aif® attend?

Craig W. Gordon, Clu®, Wmcp®, Aif® attended Centre College.

What are some of Craig W. Gordon, Clu®, Wmcp®, Aif®'s interests?

Craig W. Gordon, Clu®, Wmcp®, Aif® has interest in Networking, Aquaculture, Guitar, Spending Time With Family And Friends, Marketing, Music, Golf, Sales.

What skills is Craig W. Gordon, Clu®, Wmcp®, Aif® known for?

Craig W. Gordon, Clu®, Wmcp®, Aif® has skills like Insurance, Life Insurance, Fixed Annuities, Sales, Disability Insurance, Management, Employee Benefits, Marketing, Financial Services, Finance, Recruiting, Brokers.

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