Craigen Schoen Bio Image

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 through thoughtful strategies that match their risk profile, 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 has dedicated over 15 years to coaching youth baseball. 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 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.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.