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Tune out the noise: Wealth planning for the year ahead
Hear from a panel of experts as they explore how rising interest rates, high inflation and increased volatility are impacting the economy, how family dynamics are changing estate planning and hear some actionable strategies for investors to consider in 2023.
Merrill Lynch
Wealth Management
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.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Craig V Somerby
Forbes "Best-in-State Wealth Advisors" 2021-2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Profile
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™*
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors.
*2023 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com.
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LANGUAGES
English
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EDUCATION
St Lawrence University
Create a plan that is all about you.
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.
Professional Staff
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.
Additional Resources
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.
Jeffrey Wiedmann
Wealth Strategist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By 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.
Reviews to help you
stay on track
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.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
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
Let’s Have a Conversation
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.
Articles
Why Merrill?
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.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
Transcript of Video
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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