Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
The foundation of Craig’s philosophy is a desire to build prosperous, enduring relationships with his clients based on exceptional service and guidance. Craig and his financial team focus on the creation of strategies and advice for business owners, individuals and families. He has been with Bank of America and Merrill Lynch for over 7 years.
Through the vast resources of Bank of America and Merrill Lynch, Craig customizes personalized wealth strategies for his clients’ complex financial matters. The process of establishing a clear vision with his clients require a disciplined and structured approach, which is regularly being reviewed in order to be effective in both prosperous and challenging market cycles. By working collectively with other trusted advisors, Craig is able to deliver a universal approach to wealth management, helping his clients achieve and maintain financial freedom. You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized lending guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.
Craig earned his Bachelor’s Degree from Sacramento State University in Business Management. In his personal time, Craig loves spending quality time with his family, golfing, barbequing with friends and traveling. He resides in Folsom, CA with his wife Rebecca and their three young children Benjamin, Nicholas and Caroline.
The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
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.
Learn more about the highly engaging podcast series from Merrill Lynch
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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 you stay on track to 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.
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Your advisor is a click away within our site or mobile apps
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*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. Merrill Lynch Wealth Management 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 Wealth Management 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.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, 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.