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Craig Morgan, Senior Vice President/Investments
Craig Morgan is a Senior Vice President/Investments with Stifel Nicolaus. He has extensive experience in helping clients pursue their long-term goals in the areas of investment planning, issues surrounding estate planning, and tax-reduction strategies. A 1976 graduate of St. Joseph College with a Bachelor of Science degree in business administration, he also holds Series 3, 7, 8, 63, and 66 securities licenses as well as his insurance, variable life, and annuity licenses.
Craig’s community affiliations include serving as a board member of the St. Charles Country Club, co-chairman of the St. Charles Country Club Charity, and a director of Delnor Hospital and Delnor Health Systems. He has previously served as an officer of the St. Charles Morning Rotary and as a committee member of the St. John Neumann Church endowment committee.