Craig, a detail-oriented and thorough financial advisor, creates long-lasting relationships with his clients that are based on trust and built around the establishment of a comprehensive, tailored financial plan. He strives to ensure the individuals he serves are prepared for all of the major life events they’ll face, as well as have a plan for transitioning into and living in retirement. Craig brings an in-depth understanding of the intricacies of qualified plans to the work he does on a daily basis.
Prior to joining Raymond James in November 2017, Craig served as a financial advisor with Merrill Lynch, as a wealth strategy associate with UBS Wealth Management, and as a high-net-worth associate with Fidelity Investments. Across his tenure in the financial industry, Craig has assisted with qualified plan development and implementation; provided guidance on both qualified and non-qualified investments; and provided participant education, enrollment assistance and asset consolidation to institutional plans. Craig holds his Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning.
When he’s not in the office, Craig can often be found fishing, shooting, practicing archery, running, hiking and kayaking. He gives of his time as a volunteer with Habitat for Humanity. A resident of Estero, Florida, Craig and his wife, Christina, have one dog, a miniature dachshund named Petey.