Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Craig began his career with Merrill Lynch 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 Lynch 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 Lynch tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Oral Roberts University
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.