Craig has been with Merrill Lynch Wealth Management for over 20 years. Craig is a CFP® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has studied many aspects of wealth and investment planning and can assist clients in planning effectively for future needs. Craig is diligently involved in identifying the most appropriate money managers for our clients using both quantitative and qualitative methods. His selection process has aided the team in providing excellent performance to go along with outstanding service. Craig is a graduate of The University of Notre Dame. He received his BA in Marketing and earned his MBA from East Carolina University, also studying abroad at the Ecole Superiure de Commerce de Tours in Tours, France. Craig enjoys reading and playing golf. He lives in Charlotte with his wife, Ann, two sons, Mason and Clay, and daughter, Charlotte.
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.