Craig D. Meldahl

Craig D. Meldahl

President & Founder

Phone: (941) 383-2300 ext 1
Fax: (941) 383-9466

Craig has been working with investors for 40 years.  Mr. Meldahl opened the Longboat Key Financial Group office back in August of 2002.  Previously he worked 23 years at Morgan Stanley Dean Witter and 5 years at Merrill Lynch. Longboat Key Financial Group operates as "fee only" - no commissions, instead an annual fee is charged on the portfolio value.  This puts our advisors on the same side of the table as our clients and removes the major conflict (commissions) that has always been in our industry.

Craig and his family have lived on Longboat Key for over 40 years and is married to Cathy Meldahl.  Cathy works with Michael Saunders and has been in real estate for over 45 years. They have 2 daughters and 8 grandchildren.  Craig still has the original 1966 Corvette he and Cathy dated in back in 1967.

Mr. Meldahl graduated from the University of Pacific in 1965.  From 1966 to 1971 Craig served in the U.S Navy as a pilot and continued his flying career for the next 15 years with the Naval Reserves (weekend warrior) until retiring as Commander in 1986.

Due to the nature of Craig's clientele, protection of principal is of primary concern.  Mr. Meldahl is a firm believer that an "exit/bailout strategy" should always be in place with an investment portfolio - a very simple technique, not utilized by most investors.  Craig also brings to the table a conservative income strategy that generates additional cash flow on top of the quarterly dividends.  Since the mid to late 70's Mr. Meldahl has used this method with his clients that understand the importance of  "cash flow".  Craig is always willing to share his thoughts and strategies.