Craig Cooley
Craig Cooley, MBA, JD Senior Vice President, Wealth Management

“Because we are in the relationship business and not just the investment business, our clients have become some of our best friends. Almost every meeting with them has the feeling of two old friends sitting down for a cup of coffee and catching up on each other’s lives.”

Craig is one of two principal financial advisors of Water Street Wealth Management. He meets with clients, selects, and recommends the investment strategies, which are reviewed and discussed among the advisors annually. He holds Series 3, 66, 7, 9 and 10 securities licenses as well as insurance licenses.

His objective for his clients is to manage their portfolio in a way which will achieve their financial goals by having the money they need to maintain their current lifestyle as well as during retirement. He can explain even the most complex financial subjects and ideas in a way that is easy to understand.

Craig earned a bachelor’s degree in accounting/economics and political science/history from Bethany College in Lindsborg, Kansas; an MBA from the University of Tulsa School of Business; and a Juris Doctor from the University of Tulsa School of Law.

After graduating from law school, Craig practiced law for 11 years, specializing in tax, estate and trust planning, real estate, and oil and gas law.

He transitioned to the financial services industry in 2001 and served as a regional vice president and wealth management specialist at A.G. Edwards, where he reviewed clients’ estate planning documents, tax returns and asset allocations, and offered suggestions on how to better plan their estate or tax structures.

He is a member of the Bay Area Community Foundation and Bay County Men’s Philanthropy Group. He is involved in his local church and is a former ruling elder at Faith Evangelical Presbyterian Church in Rochester Hills, Michigan. He is an inactive member of the State Bars of both Kansas and Colorado.

Craig grew up on a farm in Leoti, Kansas, near the Colorado border. Today he lives in Bay City with his wife, Elizabeth. They have eight children: Jamieson, Raymond, Alek, Rachael, KelliAnne, Andrew, Joel, and Caryn. In his free time, Craig enjoys traveling, boating and his off-and-on love affair with golf, as well as four grandchildren.

Raymond James is not affiliated with the above organizations and/or charitable causes.