Craig Vassell, Cima®, Cfp®
AeroLeads people directory · profile

Craig Vassell, Cima®, Cfp® Email & Phone Number

Wealth Management Advisor at Merrill Lynch Wealth Management
Location: Santa Monica, California, United States 4 work roles 4 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Merrill Lynch Wealth Management
Role
Wealth Management Advisor
Location
Santa Monica, California, United States
Company size
45157 employees

Who is Craig Vassell, Cima®, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Craig Vassell, Cima®, Cfp® is listed as Wealth Management Advisor at Merrill Lynch Wealth Management, a with 45157 employees, based in Santa Monica, California, United States. AeroLeads shows a matched LinkedIn profile for Craig Vassell, Cima®, Cfp®.

Craig Vassell, Cima®, Cfp® previously worked as Vice President - Investments, Private Client Advisor at Jpmorgan and Assistant Vice President at Hsbc. Craig Vassell, Cima®, Cfp® holds Sr Executive Program, Vc & Pe from Columbia Business School.

Company email context

Email format at Merrill Lynch Wealth Management

This section adds company-level context without repeating Craig Vassell, Cima®, Cfp®'s masked contact details.

Merrill Lynch Wealth Management

Review company-level records connected to Craig Vassell, Cima®, Cfp® before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Craig Vassell, Cima®, Cfp®

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.

Current workplace

Craig Vassell, Cima®, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Wealth Management Advisor
new york, new york, united states
Website
ml.com
Employees
45157
AeroLeads page
Company profile
View company profile Email format
4 roles

Craig Vassell, Cima®, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President - Investments, Private Client Advisor

Jpmorgan
Sep 2019 - Apr 2023

Assistant Vice President

Hsbc
Aug 2017 - Aug 2019
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

CW Cynthia Wolff Cynthia Wolff Colleague at Merrill Lynch Wealth ManagementNew York, United States View → IS Ivana Spacek Ivana Spacek Colleague at Merrill Lynch Wealth ManagementHartford, Connecticut, United States View → CV Celeste Veth Celeste Veth Colleague at Merrill Lynch Wealth ManagementGreensboro, North Carolina, United States View → AK Andrea Kinser Andrea Kinser Colleague at Merrill Lynch Wealth ManagementLouisville, Kentucky, United States View → FC Faye Clark Faye Clark Colleague at Merrill Lynch Wealth ManagementGreater London, England, United Kingdom View → AW Allyson Williams Allyson Williams Colleague at Merrill Lynch Wealth ManagementJacksonville, Florida, United States View → BS Ben Shrider Ben Shrider Colleague at Merrill Lynch Wealth ManagementHilliard, Ohio, United States View → DS David Saurman, Crpc™ David Saurman, Crpc™ Colleague at Merrill Lynch Wealth ManagementCamp Hill, Pennsylvania, United States View → JJ Jihoon Jeong Jihoon Jeong Colleague at Merrill Lynch Wealth ManagementIrvine, California, United States View → TL Thomas Lane Thomas Lane Colleague at Merrill Lynch Wealth ManagementGreater Boston, United States View →
4 education records

Craig Vassell, Cima®, Cfp® education

FAQ

Frequently asked questions about Craig Vassell, Cima®, Cfp®

Quick answers generated from the profile data available on this page.

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 Merrill Lynch Wealth Management?

Craig Vassell, Cima®, Cfp® is listed as Wealth Management Advisor at Merrill Lynch Wealth Management.

Where is Craig Vassell, Cima®, Cfp® based?

Craig Vassell, Cima®, Cfp® is based in Santa Monica, California, United States while working with Merrill Lynch Wealth Management.

What companies has Craig Vassell, Cima®, Cfp® worked for?

Craig Vassell, Cima®, Cfp® has worked for Merrill Lynch Wealth Management, Jpmorgan, and Hsbc.

Who are Craig Vassell, Cima®, Cfp®'s colleagues at Merrill Lynch Wealth Management?

Craig Vassell, Cima®, Cfp®'s colleagues at Merrill Lynch Wealth Management include Cynthia Wolff, Ivana Spacek, Celeste Veth, Andrea Kinser, and Faye Clark.

How can I contact Craig Vassell, Cima®, Cfp®?

You can use AeroLeads to view verified contact signals for Craig Vassell, Cima®, Cfp® at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Craig Vassell, Cima®, Cfp® attend?

Craig Vassell, Cima®, Cfp® holds Sr Executive Program, Vc & Pe from Columbia Business School.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.