Financial Services Professional
Craig Eppy is a graduate of the University of Central Florida with an academic background in business and finance and joined the family firm in 2012. Craig is a quick thinker and brings his own vision and sense of fresh style to the practice. Craig's focus is on product knowledge in the area of insurance and its uses both traditionally and non-traditionally, where applicable, to help clients reach their financial and life goals. Craig is a registered Representative with both his series 6 and 215 licenses. He is dedicated towards working with families, young professionals and special needs. He has a distinct ability in taking the sometimes-uncomfortable and often difficult conversation of finance, and turning it into a relatable and obtainable discussion, leaving his clients at ease. He is adept in budgeting and cash flow techniques with the intent to help stabilize and increase savings.
In the area of special needs, Craig has learned from one of the best! He works closely with his father, Joe Eppy, who is highly respected and experienced in this area of planning. Craig has taken what his father had started and continue to propel it forward with great enthusiasm.
Craig engages actively with his community. He and his brother cofounded an organization called Family Businesses of America with their local chapter known as “Sons of Bosses”; an organization whose members all work in multigenerational family businesses. Craig is very hands on with the Broward Jewish Federation. He is the 3-time co-chair of “Men’s Night Out”, a 500+ attendee annual function and is the Community Outreach Chair for the YLD (Young Leadership Division). He is on the ARC Broward Business Advisory Committee and helps to engage the local business community regarding employment of the special needs community. He is a proud member of the UCF Alumni Association of Broward and enjoys volunteering for United Way of Broward County. Craig has been a long-time resident of South Florida having been raised in Boca Raton; he currently resides in Fort Lauderdale.
Check the background of this investment professional on FINRA's BrokerCheck