Craig is a member of Merrill's Global Corporate and Institutional Advisory Services (GCIAS) group. GCIAS is a dedicated team of financial advisors who focus on delivering corporate benefits, education and individual advice and guidance.
Our team assists clients in simplifying their financial lives by focusing on and prioritizing their goals. We leverage the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients' financial lives. In working with clients to help identify their primary goals and needs- including asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning services- I commit myself to crafting financial strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
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.