Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Craig utilizes his experience to quarterback information with a team of specialists that assist him to develop goals based wealth management plans to fit the needs of high net worth individuals and their families. With more than 35 years of working at Merrill, Craig has built dozens of working relationships in the industry and he is equipped with the confidence of knowing whom to trust for the expertise necessary to help his clients.
GET TO KNOW US Craig has spent his entire brokerage career with Merrill, joining the firm in 1984 with previous sales management experience in the office equipment industry and having also worked as the national sales manager of a division of a coatings company. Craig is a graduate of Lipscomb University with a Bachelor's degree in Communications and a minor in Business Administration. Craig served his country in both the Army National Guard and Air Force National Guard. Craig travels across America, attending meetings that position him to engage with the leading portfolio managers, economists, and investment strategists and he brings those insights to his clients.
Craig lives on Evansville’s east side with his wife, Kathy, a group exercise instructor at Tri-State Athletic Club, and their son Christian, a senior at Western Kentucky University. Christian is pursuing a bachelors degree in financial planning from the Gordon Ford College of Business and was an intern at Merrill in Evansville last summer. Christian is currently working as a Seasonal Client Associate with Merrill Lynch Wealth Management in the Evansville, Indiana office. The McNett's church home is Christian Fellowship Church.
The McNett's also have two grown children; their daughter, Elyse Goonan, with her husband, Justin recently moved to the Bloomington Indiana area where Elyse is working as a Software Project Consultant with Envisage Technologies and Justin is coaching Rugby at Indiana University while still serving as one of four coaches on the USA National Team.
The McNett's older son, Benjamin, with his wife, Courtney, and their daughter, Morgan Elizabeth have recently relocated to the Franklin Tennessee area where Ben works in real estate as an Affiliate Broker with SilverPointe Properties specializing in the Williamson County area of Tennessee, and Courtney works as a Senior Treasury Analyst with Nissan of North America. Morgan is in the third grade at Winstead Elementary School.
OUR CLIENTS We work with busy professionals, business owners, savers and other high net worth individuals who have successful, complex lives, but lack the time and expertise necessary to prepare for their financial futures. We provide strategies to help them transition from the wealth accumulation phase of their life to the distribution phase. For some clients, one-time liquidity events such as the sale of a business or a professional practice, inheritance, divorce, personal injury, incentive stock options, structured settlement and retirement transitions can all create urgency around the need to seek financial advice. We can coordinate key dialogue between you, your family members, accountants, attorneys and life insurance professionals. As you deem it appropriate, we’ll share information about your finances to help them prepare your taxes, insurance strategies and legal documents.
OUR PHILOSOPHY We are committed to ensuring that all areas of your financial life are well-integrated and working together to accomplish the things in life that matter most to you and your family.
We work with clients and their advisors to:
create and grow wealth
help plan the distribution of wealth
help plan for the most tax-advantaged distribution of wealth at death
YOUR INVESTMENT PORTFOLIO We'll prepare a detailed financial strategy that prioritizes your basic needs, such as retirement, college education expenses and income preservation and allows for the unpredictability of the capital markets, your tolerance for risk and your time horizon. In addition, we provide the discipline and fortitude to help you stick with a long-term approach through challenging as well as prosperous times. To help you build your portfolio, we employ a long-term investment approach and the timeless principles of asset allocation to take advantage of diversification and reduce volatility. Your allocation will typically have several components, each serving a particular purpose. A portion may be allocated with the objective of comfortably meeting your retirement income needs and at least keeping pace with inflation. Additional assets may be invested to target higher return benchmarks and other important goals. In short we deliver institutional money management for individuals and families.
WEALTH PROVIDES THE OPPORTUNITY TO MAKE CHOICES. CHOICES ARE THE LUXURY OF LIFE! WE WILL HELP YOU TO UNDERSTAND HOW YOUR CHOICES MAY IMPACT YOU AND THE PEOPLE YOU LOVE.
LICENSES, CERTIFICATIONS, ADVANCED TRAINING AND INDUSTRY AFFILIATIONS:
* Member of the Investments & Wealth Institute
* Member of Merrill's Christian Focus Group
* Member of the Merrill Quarter Century Club
* FINRA Series 7 registration - General Securities Representative
* FINRA Series 63 registration - Uniform Securities Agent State Law Exam 08/02/1984
* FINRA Series 65 registration - Uniform Investment Advisor Law Exam 09/23/1994
* Licensed Life & Health Insurance agent in Indiana with reciprocal licenses with numerous states across America
* Licensed Long Term Care Agent in Indiana
COMPLIMENTARY REVIEW You've worked hard, sacrificed, been blessed and managed to accumulate enough wealth to feel confident about your future - or perhaps you're still concerned about outliving your assets. We commit abundant resources and leverage the considerable skills of top specialists to develop personalized financial strategies that directly impact the control clients have over their lives. Please contact us for your complimentary review. A second opinion can be wise!
The highest compliment we receive is the referral of your friends, family and business associates. One way to share this information is by clicking on "Email to a Friend" in the first section.
*Asset allocation does not ensure profit or protect against loss in declining markets.
*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
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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.
Associate Investment Advisory Specialist
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.
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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.
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.