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.
After nearly a decade working in financial services, Milton started his career at Merrill Lynch Wealth Management in 2020, and founded Milton Craig Wealth Management Group located in the Houston Galleria Complex. Focusing on offering a comprehensive approach to wealth management that begins with getting to know our clients, their families, their financial situations and what matters most to them.
Driven by their passion for delivering excellent service and helping clients pursue their goals, Milton Craig Wealth Management Group is selective on number of clients they serve, which allows for thorough detailed attention that your wealth demands and deserves. Trusting in their holistic approach to wealth management, they prioritize financial planning, which begins your journey on the road-map to success.
Milton Craig Wealth Management Group has had the pleasure of advising clients in all areas of financial strategy covering workplace wealth solutions, employees of public companies including those with concentrated stock management needs, life and long term care insurance, retirement, trust and estate planning, assets and liability management services and access to banking and lending services through Bank of America, N.A.
Whether it's to protect your estate for the next generation, working with the challenges and aspirations of business owners, planning exit strategies, or contribute to the philanthropic causes that mean so much to you; they will work together with you to provide you with the guidance and clarity needed to select the proper strategy, one you can rely on and begin implementing today.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Texas State University System
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
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.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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
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.
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.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.