Craigen S. Schoen, CFP^®

Managing Director
Senior Vice President, Investments

Craigen has been offering comprehensive investment management services to professionals, retirees, and families for more than three decades. His specialties include capital management, retirement planning, estate and legacy planning, and risk management. He fully understands his clients’ goals and objectives, helping to make sure they can be accomplished and managed with limited risk, all while giving his clients confidence in their future. Craigen also works with his clients’ tax advisors and estate attorneys to help coordinate a complete financial plan.

Craigen graduated from Furman University with a B.A. in Business Administration and began his financial career with Ron Blue and Company in Atlanta. In 1990, he joined Smith Barney, becoming Vice President of Investments. He was then hired by Morgan Keegan, now Raymond James, in 2007, where he has risen to Managing Director of Investments. A CERTIFIED FINANCIAL PLANNER® professional since 1990, Craigen has been recognized on the FORBES Best-in-State Wealth Advisors List every year since the list’s inception in 2018.*

An avid sports fan, Craigen enjoys playing golf and coached youth baseball for over 15 years. He and his wife Cindy are active members of Fellowship Greenville Church where they help mentor young couples to prepare them for marriage. Craigen also served also served six years as Chairman with the local Young Life committee, and is currently a mentor with the RE:GENERATION recovery ministry. Craigen and Cindy have three grown sons, Briggs (and his wife, Liz), Parks (and his wife, Chandler), and Heath.

Craigen loves working with his clients and feels blessed to serve in this industry.

*The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James & Associates, Inc. is not affiliated with the above independent organizations.