Private Wealth Management

Philosophy & Approach

Craig has almost 50 years of experience consulting with clients in all aspects of their wealth management needs. According to Craig, “My clients’ present and future goals are what I use to create their financial roadmap. Two vital functions I use to empower them to make decisions for their lifestyle are wealth planning and developing an appropriate asset allocation.” 

Experience & Education

Before he joined Stephens in 2014, Craig began his investment career at Howard, Weil, Labouisse, Friedrichs Inc. for eighteen years before its merger with Legg Mason Wood Walker Inc., and its ultimate successor, Morgan Stanley. Craig received a Bachelor of Business Administration from Loyola University in New Orleans.

Personal

Craig and his wife, Sandra, live in Shreveport.