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Craig O'Dell, Financial Advisor

FINANCIAL ADVISOR
Craig O'Dell

CFP®, ChFC®, AAMS™
1124 N Suncoast Blvd, Crystal River, FL 34429opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Charitable Giving

About Craig

In college, I worked for two my uncles. My uncles and I ran a small business that involved analyzing the labor availability and cost, timing of our sales and the overall cash flow. We had numerous issues arise, but we stayed on track and the business was successful. This experience helped me understand the value of using long-term planning for your goals and understanding the risk involved when managing your wealth.

These skills, as well as my previous working experience, have helped me serve clients effectively for the last 30 years. In addition, I hold the AAMS™ and ChFC® designations and...

Work History

  • Edward JonesNovember 1992 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Texas A&M UniversityMasters
  • University of FloridaBachelor of Science

Personal Interests

  • Hiking
  • Backpacking
  • Spending Time with Family
  • History and Museums

Team Members

  • Marcie Loos
    Sr. Branch Office Administrator
  • Helen Leja
    Sr. Branch Office Administrator
  • Phillip O'Dell
    Associate Financial Advisor

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(352) 795-1811

Fax

(888) 673-3164

Office Address

1124 N Suncoast Blvd
Crystal River, FL 34429opens in a new window

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