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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Craig Reid
President at MMA Securities LLC

Profile

Craig works closely with the National Strategy Team to execute short and long-term strategies to achieve business objectives and ensure operational excellence. He establishes and leads the team’s long-term business strategy, direction, and focus, while managing national-level relationships with external and internal partners. In addition, Craig works with regional leaders at MMA to ensure the retirement services and wealth management practices produce the desired results while remaining consistent with the overall strategy and mission expected at MMA.

Craig earned his Bachelor of Science in Business/Accounting from the University of Phoenix. He completed the Executive Program in Financial Planning from the Terry Business School at the University of Georgia. He attained the Chartered Life Underwriter (CLU®) designation from The American College. Craig passed the certification exam for the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors.

Agenda Sessions

  • Valuation & M&A Workshop

    1:15pm