Craig Cascio - Email & Phone Number

Head of Wealth Planning at Truist Wealth

Craig Cascio is based out of Greater Tampa Bay Area and works at Truist Wealth as Head of Wealth Planning.

Craig Cascio's Contact Information

Latest update

April 27, 2024

Location

Greater Tampa Bay Area

Craig Cascio's Work History

Head of Wealth Planning

Truist Wealth

Mar 2022 - Present

Director, Genspring Wealth Strategy

Truist

Aug 2019 - Present

Sr. Vice President, Wealth Planning Manager

SunTrust

Feb 2016 - Aug 2019

Sr. Vice President, Wealth and Estate Planning Strategist

SunTrust

Jan 2015 - Feb 2016

Client Advisor, Private Wealth Management

SunTrust

Feb 2014 - Dec 2014

Craig Cascio's Education

Emory University School of Law

J.D.

1992 - 1995

Georgia State University - J. Mack Robinson College of Business

M.B.A.

2003 - 2004

Washington University in St. Louis

B.S.B.A.

1988 - 1992

Craig Cascio's Skills

Wealth Management

Investments

Portfolio Management

Estate Planning

Commercial Lending

Banking

Craig's current employer

Truist Wealth

Description

Website

HQ Location

charlotte, north carolina, united states

Number of employees

Industry

Latest update

April 27, 2024

Read about Truist Wealth

Frequent questions about Craig Cascio

What company is Craig Cascio working for?

Craig Cascio works for Truist Wealth.

What is Craig Cascio's function at Truist Wealth?

Craig Cascio is Head of Wealth Planning at Truist Wealth.

Where is Craig Cascio based?

Craig Cascio is based out of Greater Tampa Bay Area.

Who are Craig Cascio's co-workers?

Craig Cascio's colleagues are Barbara Halgren, Robert Martin, Sarah Wigbels Welch, CFP®, Caroline Long.

Craig's co-workers

Barbara Halgren

SVP, Wealth Advisor

Robert Martin

Vice President, Wealth Omni Digital Strategist

Sarah Wigbels Welch, CFP®

Medical Wealth Advisor

Caroline Long

Officer, Strategic Client Group Associate

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