Craig Morgan

Craig Morgan

Branch Manager, Managing Director-Investments

Craig Morgan is a Managing Director-Investments with Benjamin F. Edwards & Co..  He has extensive experience assisting clients with their wealth plans. 

Craig's focus is wealth building, wealth distribution, and wealth transfer.  This involves investments as well as estate and tax-planning strategies.  A 1976 graduate of St. Joseph College with a Bachelor of Science in business administration, he also holds Series 3, 63 ,66, 7 and 8 securities licenses as well as life and variable insurance licenses.

Craig's community affiliations including past board member at Saint Charles Country Club, past director of Delnor Hospital and Delnor Health Systems, and past co-chair of the Saint Charles Country Club Charity.  He also previously served as an officer in the Saint Charles Morning Rotary and as a committee member of the St. John Neumann Church endowment committee.

As a Saint Charles resident since 1970, Craig and his wife, Darlene, have two children, Megan and C.J., as well as 4 grandchildren, Liam, Brady, Alexander and Isa. 

Managing Directory-Investments, Branch Manager

Licenses         Series 3, 7, 8, 63 and 66

Investment History

43 years –

1976-1979   -           Merrill Lynch

1979-2007   -           A.G. Edwards

2007-2009   -           Wells Fargo

2009-2017   -           Stifel

2017-present          Benjamin F. Edwards & Co.

Education:

Marmion Military H.S.

St. Joseph College, Rensselaer, Indiana

Community Service:

St. John Neumann Endowment –          Past Committee person

St. Charles Breakfast Rotary       -           Past Member

St. Charles Country Club Board -            Past Board Member

St. Charles Country Club Charity            Past Co-Chair

Tri-Cities Park and Travel Soccer           Former Coach

Delnor Community Hospital                    Past Board Member

Family:

Married – Darlene – 45 years

Two Children, Megan and CJ

4 Grandchildren, Liam, Brady, Alexander and Isa

Hobbies:

Golf, Fishing, Reading, Working out