Craigen S. Schoen, CFP^®

Managing Director
Senior Vice President, Investments

Craigen is an asset manager in the Upstate with over 30 years of experience as a CERTIFIED FINANCIAL PLANNER™ professional. Craigen graduated from Furman University with a B.A. in Business Administration. He began his financial career with Ron Blue and Company in Atlanta, back when fee-only financial planning and investment management was a fairly new concept. He soon joined Smith Barney in 1990, where he worked for 17 years, becoming Vice President of Investments. Craigen was then hired by Morgan Keegan, now Raymond James, in 2007, where he has become Managing Director of Investments. Craigen was recognized by Forbes magazine as one of the state’s best Wealth Advisors. The Best-in-State Wealth Advisors List placed Craigen as a top advisor in South Carolina in 2023.

Craigen offers comprehensive investment management services, including 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.

In his leisure time, he enjoys playing golf and is an avid sports fan. He 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 and Cindy have three grown sons, Briggs, Parks, and Heath.

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

*The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights 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 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of 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. 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.