Craig Stone

The foundation of Craig’s philosophy is a desire to build prosperous, enduring relationships with his clients based on exceptional service and guidance. Craig and his financial team focus on the creation of strategies and advice for business owners, individuals and families. He has been with Bank of America and Merrill Lynch Wealth Management for over 10 years.

Through the vast banking resources of Bank of America and investment resources of Merrill, Craig customizes personalized wealth strategies for his clients’ complex financial matters. The process of establishing a clear vision with his clients require a disciplined and structured approach, which is regularly being reviewed in order to be effective in both prosperous and challenging market cycles. By working collectively with other trusted advisors, Craig is able to deliver a universal approach to wealth management, helping his clients achieve and maintain financial freedom. You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized home financing guidance focused on your needs. Working together, your Financial Advisor team and Lending Officer can draw upon an expansive array of home financing solutions designed to fit into your overall financial strategy and help you pursue your financial objectives.

Craig earned his Bachelor’s Degree from Sacramento State University in Business Management. In his personal time, Craig loves spending quality time with his family, golfing, barbequing with friends and traveling. He resides in Folsom, CA with his wife Rebecca and their three young children Benjamin, Nicholas and Caroline.

The Wealth Management Lending Officer does not offer investment advice, nor make recommendations on investment products.
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.