Craig Leone, Cima® Email & Phone Number

For more than 25 years, Craig has worked with business and individual clients to navigate their complex financial needs. His unusual background includes experience with both sides of a client’s balance sheet.Craig began his career with Deloitte and Touche, where he leveraged his degree in Accounting to focus on clients’ finances across a broad spectrum of industries. He later joined Invacare, managing finances for this large, publicly traded company. In 1996, he shifted to wealth management with Merrill Lynch, where he was heralded as one of the largest individual advisors in the Cleveland area. He joined Morgan Stanley as managing director in 2022 for its singular focus on wealth management.Craig’s varied background underscores his technical approach to wealth management. He earned a BA in Accounting from Bowling Green University, then an MBA from Cleveland State University. Craig also holds the coveted Certified Investment Management Analyst® (CIMA®) designation, which he earned from the Wharton School of Business at the University of Pennsylvania.Craig’s success speaks for itself. From 2020-2022, he was named a Best-in-State Wealth Advisors by Forbes for three consecutive years. He works primarily with business executives, who appreciate his discipline, technical approach, ability to listen and tailoring of his services to each client’s goals, preferences and risk tolerance.Craig has been a visiting committee member and Past President of alumni for Business College at Cleveland State University.2020-2022 Forbes Best-In-State Wealth AdvisorsSource: Forbes.com (Awarded 2020-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award. https://www.morganstanley.com/disclosures/awards-disclosure.html

• Managing Director, Financial Advisor

  Morgan Stanley

  Nov 2022 - Present - Cleveland, Ohio, United States

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