Craig began his career in financial services at Merrill Lynch Wealth Management in 2015 and is passionate about helping clients pursue their wealth management goals, whether these are professional, personal or a combination of both. His focus is on developing tailored strategies to help pursue short- and long-term goals for his clients, their families and their businesses.

Striving not only to advise each client, but also to educate them on their financial lives, Craig is committed to being a trusted resource. Clients count on him to help them navigate the often-complicated investment world, so that they can make the appropriate financial decisions to fit their goals.

While no two clients are exactly the same, Craig has a defined process by which he works with each client. He insists on understanding the specific situations of those he works with in order to establish objectives, then develop and implement appropriate strategies based on their time horizon, risk tolerance and investment personality. With Craig, clients can expect to receive personalized advice and access to the specialized investment services required by sophisticated investors.

Craig is a graduate of the University of Florida, where he earned a Bachelor of Science degree in Psychology. He holds both the CERTIFIED FINANCIAL PLANNER^™ certification and Certified Investment Management Analyst^® designation. As a Senior Portfolio Advisor, Craig can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.