Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Women in Transition
Five Star Wealth Advisor 2017, 2018, 2019, 2020, 2021, 2022, 2024
Colgate University Alumnae volunteer
Jeff is a Senior Wealth Advisor and a Principal of The Colony Group. He counsels clients in all areas of financial planning and executive benefits and specializes in tax planning and return preparation. Jeff is a CERTIFIED FINANCIAL PLANNERTM professional and an Enrolled Agent authorized to represent taxpayers before the Internal Revenue Service. He is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind.
Before joining the firm, Jeff was a Financial Advisor for American Express Financial Advisors where he worked with clients to develop financial plans. Previously, he held NASD Series 7, 63, and 66 licenses. He is a 6-time winner of the Five Star Wealth Manager Award, as published by Boston Magazine.*
Jeff earned a Master of Science in Sports Management from the University of Massachusetts at Amherst and a Bachelor of Arts in Economics and Mathematics from Colgate University. He is an active member of the Colgate University Alumni Corporation. Jeff lives on the South Shore of Massachusetts with his wife and two children and enjoys participating in triathlons, skiing, and traveling.
Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Advisors awarded: nine Wealth Advisors for 2015; nineteen Wealth Advisors for 2016; twenty-two Wealth Advisors for 2017; and twenty-two Wealth Advisors for 2018, 2019, and twenty Wealth Advisors in 2020.
We are excited to share that 23 Massachusetts-area senior wealth advisors of The Colony Group have been named recipients of the 2024 Boston Five Star Wealth Manager award by...
Last week, three of the book’s 11 authors—Jeffrey T. Craig, senior wealth advisor for The Colony Group, Nadine Gordon Lee, president of The Colony Group Family Office and managing director of The Colony Group’s Metro NY Offices, and Michael J. Nathanson, chief executive officer and chair of The Colony Group—sat down with Worth to discuss the importance of goals-based financial planning, how to achieve financial peace of mind and why reaching financial independence can be even more complicated for business executives and entrepreneurs.
How are brokerage accounts taxed? "Investment earnings and capital gains are taxable income to the account owner in the calendar year when they happen," said Jeff Craig to U.S. and World Report.