Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Craig utilizes his experience to quarterback information with a team of specialists that assist him to develop goals based wealth management plans to suit the needs of high net worth individuals and their families. With more than 34 years of working at Merrill Lynch 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 Lynch, 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 David 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's 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 junior 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 Lynch in Evansville this summer. The McNetts also have two grown children; their daughter, Elyse Goonan, with her husband, Justin are currently in the process of moving from New Hampshire where Justin coached rugby at Dartmouth and Elyse worked as a Partner with Notley Ventures. Elyse and Justin are headed to the Bloomington Indiana area where Justin will be coaching Rugby at Indiana University while still serving as one of four coaches on the USA National Team. The McNetts' older son, Benjamin, with his wife, Courtney, and their daughter, Morgan Elizabeth have just relocated to the Franklin Tennessee where Ben will be working in real estate and Courtney works as a Treasury Analyst with Nissan of North America. The McNetts' church home is Christian Fellowship Church.
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.
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 Lynch's Christian Focus Group
* Member of the Merrill Lynch Quarter Century Club
* Series 7 - General Securities Representative
* Series 63 - Uniform Securities Agent State Law Exam 08/02/1984
* Series 65 - 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.
*Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
David Lipscomb University
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The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Associate Investment Advisory Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.