“As a business owner, you should be managing your business’s success, not your 401(k) plan. We make that possible.” — Craig Eddy
About Craig
Craig focuses on retirement plan design, implementation, and monitoring. With over 13 years of experience, Craig offers our clients broad-based benefits expertise to assist with their business planning needs. Craig’s past experience includes a successful career in banking and business benefits.
Craig has been instrumental in moving FiduciaryShield forward by delivering highly customized services to our firm and other advisory firms across the country. Administrative liability is something that is often overlooked, but FiduciaryShield closes that loop for plan fiduciaries. The FiduciaryShield approach includes advanced plan design, expert prudent investments, reducing fees, liability, and administrative work for plan sponsors and financial advisors.
Craig is a proud graduate of the Purdue University and a Manatee County resident since 2003. He is married to the light of his life, Dana Eddy "Cuervo" and they have a beautiful daughter, Quinn.
What’s playing on your iPhone right now?
Bob Segar
What’s the best local restaurant serving your favorite cuisine?
Ybor Grill in Ruskin, and a for a great burger I go to Shake Pit in downtown Bradenton.
What’s “your” karaoke song?
Sweet Caroline
Which one movie or novel do you wish there was a sequel to?
Space Balls
Is there something that excites you so much it keeps you awake the night before?
My "Honey Do" list.
Describe the most incredible view you’ve ever seen.
The sunset over the Gulf of Mexico with my wife after a cocktail at the Drift In.
Education
B.S. Finance and Business Administration – Purdue University