Craig Vassell, Cima®, Cfp® Email and Phone Number
I am passionate about helping clients pursue their wealth management goals, whether these are professional, personal or a combination of both. My focus is on developing tailored strategies to help pursue short- and long-term goals for my clients, their families and their businesses.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Craig Vassell, Cima®, Cfp® Education Details
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Sr Executive Program, Vc & Pe -
Exec Ed Sustainable Finance & Investment -
Certificate In Financial Planning -
Bachelor'S Degree
Frequently Asked Questions about Craig Vassell, Cima®, Cfp®
What company does Craig Vassell, Cima®, Cfp® work for?
Craig Vassell, Cima®, Cfp® works for Merrill Lynch Wealth Management
What is Craig Vassell, Cima®, Cfp®'s role at the current company?
Craig Vassell, Cima®, Cfp®'s current role is Wealth Management Advisor, Senior Portfolio Advisor.
What schools did Craig Vassell, Cima®, Cfp® attend?
Craig Vassell, Cima®, Cfp® attended Columbia Business School, Yale School Of Management, Georgetown University, University Of Florida.
Who are Craig Vassell, Cima®, Cfp®'s colleagues?
Craig Vassell, Cima®, Cfp®'s colleagues are Abigail Carroll, Janet Fetherolf, Zach Shenitsky Crpc®, Meghan Mckee, Charlie Peck, Norbert Hoepfner, Sheila Grether.
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