Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Craig began his career with Merrill Lynch Wealth Management in 1986. He is dedicated to providing clients with the finest individually tailored strategies. He understands the unique needs and challenges facing today's affluent families and successful business owners, so at the heart of his philosophy is a passion to build enduring client relationships and provide strategies just as unique as these challenges. Due to the size and power of the Merrill brand, Craig is able to offer the highest level of customized financial strategies as well as the individual attention you would expect from a smaller firm.
Craig works with high net worth families and business owners, as well as the CEO of a fortune 500 company, through all stages of the business cycle from start-up to maturity, by providing strategies for cash management, group benefits, short and long term financing through Bank of America, N.A. and ultimately succession planning. Craig works in tandem with a team of specialists in different areas of experience to provide you a custom tailored strategy to help meet the unique needs of your business, your family and you.
Ultimately, his goal is to be the very best in his field by assisting affluent families and business owners in the development of long-term financial strategies by taking an intelligent and thoughtful approach to both your personal and business finances. The approach begins by evaluating each client's specific financial needs and risk tolerance. Every client is unique, therefore the amount of time and frequency needed to provide detailed financial advice and guidance may vary.|A California native who has been married 32 years with three grown sons and a 4 yr. old Grandaughter. Earning a B.S. degree from Oral Roberts University with a major in Economics and minor in Computer Science. Craig enjoys bodybuilding, hiking, sailing, racquetball, traveling, gourmet cooking and the great outdoors.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Oral Roberts University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.