With experience managing investment portfolios, Craig and his team work with select families, privately-held businesses, and institutional clients. Whether working with a business owner through the sale or transfer of a business, helping a family explore wealth transfer strategies or managing a disciplined portfolio for an organization, Craig works objectively to develop a strategic plan in the areas of asset management and financial planning.

Before embarking on his career as a financial advisor, Craig spent 11 years as vice president and partner of a corporate insurance and group benefits firm, and seven years as the managing director of a multi-location retail furniture company.

Craig earned his bachelor’s degree in corporate finance from the Culverhouse College of Business at the University of Alabama in 1997, and his MBA concentrated in finance from Auburn University Montgomery in 2001. He also holds accreditations as a Certified Exit Planning Advisor.

Craig is actively involved with his church and the Monday Morning Quarterback Club of Birmingham, Alabama, and has previously served on the boards of The Alabama Retail Self-Insured Workers Compensation Fund, the YMCA, Camp Chandler, Landmark’s Historical Society, Paseo, Montgomery Small Business Resource Center and the Montgomery Area Chamber of Commerce.

Craig lives in Birmingham with his wife Suzanne and their three children, Anna, Adele and Trey. In his free time, he enjoys traveling and spending time with his family and friends in the outdoors.

Raymond James is not affiliated with any organizations mentioned above.