Experienced advisors backed by a collaborative team
The principal financial advisors of Water Street Wealth Management have more than 40 years of combined experience in the financial service industry and bring experience from their prior careers. Craig Cooley started as an estate and tax attorney* and Lee Miller began as an engineer.
This experience means that they can confidently counsel clients on the importance of an estate plan: Craig can weigh in on the importance of considering tax strategies, and Lee – in addition to being an engineer – is a Certified Financial Planner™ ** and is well-versed in looking at the details of building a financial plan.
Additionally, there are two Portfolio Managers and three licensed Service Associates to offer clients a true team approach, meaning that while you may have a primary relationship with one advisor, every member of the team is here to provide their individual skillsets and experience to proactively address your needs.
* The tax advice and/or services of Craig Cooley are independent of Raymond James. As Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.