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As a Merrill Lynch Wealth Management Advisor, I focus on connecting all aspects of clients’ financial lives to help them prioritize and pursue the goals that matter most to them.
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Forbes "Best-in-State Wealth Advisors" 2021-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Craig began his career in the financial services industry in 1985, providing him with extensive experience in wealth and investment management. He joined Merrill in 2002 and has garnered recognition as a leading Financial Advisor. He was named to the 2023 Forbes "Best-in-State Wealth Advisors" list (Published on April 4, 2023. Rankings based on data as of June 30, 2022.*), a recognition directly attributable to working with great clients and teammates. Craig considers himself fortunate to have spent 20 years at Merrill collaborating on behalf of clients with a highly credentialed team of Merrill professionals.
Craig and his associates help a select group of individuals and families manage the multi-dimensional aspects of their finances and investments, primarily serving founders/senior officers of private companies. They focus on providing these entrepreneurs with the most optimal Pre- & Post-Sale Transaction Wealth Planning Strategies, and are experienced in addressing the unique challenges presented by newly acquired wealth.
Collaborating with clients to help them solve problems, achieve their goals, and simplify their financial lives, the team delivers the intimacy of a boutique with the resources of a leading global institution. They provide financial strategies in conjunction with personalized investment management, and also coordinate a broad spectrum of integrated planning services such as wealth structuring, trust and estate planning services, legacy and next-generation planning, and philanthropic solutions. They employ all of the firm's advanced online and mobile technology to deliver access to a digitally coordinated "modern private banking" style experience.
Craig recently earned the Certified Private Wealth Advisor® certification, awarded by the Investments & Wealth Institute™*
English
St Lawrence 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.
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.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Strategist
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
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