Craig Somerby
,
Managing Director, Wealth Management Advisor
2 Pine St
New Canaan, CT 06840
203.972.2505
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As your Merrill advisor, the focus in working with you is to connect all aspects of your financial life to help you prioritize and pursue the goals that matter most to you.
Profile

Craig began his career in the financial services industry in 1985, providing him with extensive experience in wealth and investment management. He joined Merrill in 2002 and has garnered recognition as a leading Financial Advisor. He was named to the 2024 Forbes "Best-in-State Wealth Advisors" list (Published on April 3, 2024. Rankings based on data as of June 30, 2023.), a recognition directly attributable to working with great clients and teammates. Craig considers himself fortunate to have spent 22 years at Merrill collaborating on behalf of clients with a highly credentialed team of Merrill professionals.Craig and his associates help a select group of individuals and families manage the multi-dimensional aspects of their finances and investments, primarily serving founders/senior officers of private companies. They focus on providing these entrepreneurs with the most optimal Pre- & Post-Sale Transaction Wealth Planning Strategies, and are experienced in addressing the unique challenges presented by newly acquired wealth. Collaborating with clients to help them solve problems, achieve their goals, and simplify their financial lives, the team delivers the intimacy of a boutique with the resources of a leading global institution. They provide financial strategies in conjunction with personalized investment management, and also coordinate a broad spectrum of integrated planning services such as wealth structuring, trust and estate planning services, legacy and next-generation planning, and philanthropic solutions. They employ all of the firm's advanced online and mobile technology to deliver access to a digitally coordinated "modern private banking" style experience. Craig recently earned the Certified Private Wealth Advisor® certification, awarded by the Investments & Wealth Institute™

\*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for wealth advisors. \*2024 Forbes “Best-in-State Wealth Advisors” list. Opinions provided by SHOOK® Research, LLC and is based on in-person, virtual and telephone due-diligence meetings that measure best practices, client retention, industry experience, credentials, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect any client experience, endorse any advisor , indicate future performance and are available for client evaluation only. Compensation was not received from any Advisors for the study. Details available at www.SHOOKresearch.com.
Recognition
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Dawn C Bolling
Officer, Registered Senior Wealth Management Client Associate
203.972.2522
Additional Resources
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.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Craig Somerby is registered to do business in CA, CO, CT, DC, DE, FL, IL, MA, MD, ME, MI, MT, NC, NH, NJ, NM, NY, OR, PA, RI, SC, SD, TX, VA, VT, WA.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.