About Craig
Serving the Fort Lauderdale area, Craig provides the personalized investment guidance you need to help make your financial goals a reality. Using a personalized, one-on-one approach, Craig works closely with you to develop an investment plan that works for your unique objectives.
Professional Experience
Craig is Senior Vice President and Managing Director for Fifth Third Private Bank in the South Florida region. He and his highly credentialed team are dedicated to the development and implementation of customized wealth management solutions for business owners, high net worth and ultra high net worth clients and their families. They bring more than 160 years of experience as trusted advisors to provide advice and solutions focusing on wealth planning, banking services, custom credit solutions, investment management and trust, tax strategies, and estate planning.
Craig joined Fifth Third after serving as the Private Wealth Director for Wells Fargo covering South and North Florida for 16 years. Craig has over 30 years of experience in the High Net Worth industry and lives for helping advisors and clients alike to succeed professionally and financially.
Craig joined Fifth Third after serving as the Private Wealth Director for Wells Fargo covering South and North Florida for 16 years. Craig has over 30 years of experience in the High Net Worth industry and lives for helping advisors and clients alike to succeed professionally and financially.
Education
Georgia Institute of Technology where he studied Electrical Engineering where in an internship discovered his love for finance and wealth management. Craig has also obtained his Certified Retirement Specialist Designation through the College of Financial Planning and holds the NASD series 3,7,9,10,24,63, and 65, Florida State Life, Health and Variance Annuity licenses.
About Fifth Third Private Bank
With over 100 years of wealth planning experience, Fifth Third Private Bank delivers access to sophisticated investment solutions and challenges you to achieve the outcomes you desire. Our approach starts by understanding that each client is unique. Using a dedicated team approach, Fifth Third Private Bank collaborates to build plans centered around each individual and family. And because we have found many successful people may leave aspects of their plan unaddressed, our work doesn’t stop there. We continue to help you focus and manage your wealth as our relationship with you progresses.
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