Schoen Capital Group of Raymond James

Big congrats to Craigen Schoen, CFP® on being named to Forbes' 2026 Best‑in‑State Wealth Advisors list! With over 30 years in the industry, Craigen's thoughtful, client‑first approach to investment management, retirement, and legacy planning continues to make a real impact. Well deserved recognition for the work he does every day for his clients. It's an honor to serve along side and learn from the best!



2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info.

Ben Clauss and Craigen Schoen recognized by Forbes - Who's On The Move whosonthemove.com

Wishing everyone a happy new year!

Check out this month's issue of the Upstate Business Journal. Our team is excited to be a part of the October issue. At Schoen Capital Group, we strive to help build and strengthen our clients
financial foundation. https://www.raymondjamesconnect.com/a9ZQhD

Another fantastic client event with the Greenville Drive! There's nothing like an evening of baseball and quality time with our clients outside the office. Sitting atop the Green Monster is the best way to take in the game

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you. Read the full announcement: https://go.rjf.com/4igasiW

J.D. Power U.S. Investor Satisfaction Award for 1/24-12/24, announced 3/20/25. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. Fee paid only for promotion. More: https://bit.ly/4kHB3qv.
For J.D. Power 2025 award information, visit jdpower.com/awards

Another fantastic luncheon hosted by the Raymond James Greenville Complex! 🎉 We had the pleasure of hearing from Joey Madere, Senior Portfolio Analyst at Gibbs Capital Management, who delivered an insightful presentation at the Greenville Country Club. Joey shared his perspectives on the 2025 outlook, the economy, investment models, the potential impact of politics on investing, and the forward-looking investment landscape. 📈 Not the best picture to capture the event, but it still counts!