Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
Senior Vice President
Wealth Management Advisor
Retirement Benefits Consultant
With over 25 years of experience, Craig is dedicated to providing clients and businesses with the finest, individually tailored approach to financial and investment strategies. The core of Craig's philosophy is a passion to build enduring, client relationships through his commitment to providing outstanding guidance and service. Craig advises clients on wealth accumulation, preservation, and transfer through a customized, wealth management strategy. His process includes portfolio development, liability management, and asset preservation with an emphasis on helping to assure a predictable, lifetime income stream throughout retirement. Business clients rely on Craig for cash management strategies, employee benefit plans, as well as short and long-term financing needs. All clients that work with our team are entitled to a thorough Goals Based Wealth Management process. The following highlight the core competencies of our planning methodology:
• Understand clients’ financial goals and priorities
• Determine clients’ Investment Personalities, going beyond typical risk tolerance measures
• Work with clients to consider which trade-offs may be necessary
• Identify goal-tailored strategies
• Work with clients to implement the goal-based strategies they’re comfortable with
• Helps clients track progress toward goals and correct, as needed
Craig entered the financial services industry in 1992 and joined Merrill Lynch Wealth Management in 1994. He earned his Bachelors Degree from Miami University in Oxford, Ohio. He lives in Northville with his wife and three children. In his leisure time, Craig enjoys golf and running.
*Chartered Retirement Planning Counselor and CRPC® are registered service marks of the College for Financial Planning.
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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.
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
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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