Broker Check
Craig Wilson, CMFC

Craig Wilson, CMFC

Senior Partner

My beliefs:  When we talk about the ways wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True wealth is all that money can't buy and death can't take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation - creativity paired with careful calculation.

As your financial advisor, I am dedicated to helping you pursue a higher purpose for your wealth and design a lasting legacy for your family. I can offer industry knowledge, a wide range of services, investment strategies and a passion for serving you.

I have been a Financial Advisor for over 20 years, starting out in 1996 with John Hancock before joining Waddell & Reed in 2000 as an independent contractor. Over the past two decades, I have built my business based on helping clients pursue their financial goals.


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