Debbie Craig CFP®, MBA, CRPS®

As a Financial Advisor since 2000, my mission is to help my clients create a more financially independent and affluent financial future than they would be able to alone by providing objective, creative solutions to help invest and manage their wealth.

I achieve this by focusing on client education and trust as the cornerstone to my client relationships.  

Client education:

I believe that with the right information individuals are given the opportunity to make educated decisions concerning financial planning. My responsibility is to translate difficult financial concepts into plain language. At Craig Wealth Advisors, my team and I are committed to taking the time with each of our clients to ensure that they fully understand how a particular financial tool can work to help them reach their goals.

Trust:

There is nothing more important than trust in the relationships I have with my clients. I pride myself on bringing intelligence (as evidenced by my CFP® and MBA) balanced with the human element to all of my client interactions.  I develop a trusting relationship with my clients so as life's transitions occur, both expected and unexpected, we are comfortable and honest with each other.

With these principles as the foundation of the relationship, my team and I work alongside our informed clients to design, implement and manage a personalized financial plan which includes

• Proper asset allocation
• Estate planning
• Asset management
• College planning
• Retirement planning and managing

We ensure our client's investment plan is personalized for them which means it is properly aligned with their risk tolerance, unique objectives, stage of life and is flexible enough to adapt to unexpected life changes.

I appreciate the focus  Raymond James places on providing objective and timely advice and the internal support that they offer my independent Northern Michigan practice while remaining objective. 

I understand the decision to work with a financial advisor is a personal one.  So I encourage you to 

1. Review my BrokerCheck listing.  BrokerCheck is a free tool from FINRA that helps you research the professional backgrounds of brokers, brokerage firms and independent advisor firms and advisors.  I encourage ALL investors to visit this website to learn more about their advisor and their licensing.
2. Also spend some time looking around here on my website to learn more about me and my team 
3. Then contact me by phone or email and set up a no cost, no obligation meeting so we can get to know each other better.  I look forward to meeting you.

Professional History:

• Raymond James: Branch Manager, Financial Advisor   2009 to present
• Smith Barney:  Second Vice President, Wealth Management    2004 to 2009
• Edward Jones: Registered Representative   2000 to 2004
• General Motors: Capital Management Director, Oldsmobile 1984 to 1998

Education:

• Bachelor of Arts in Economics  Kalamazoo College
• Master of Business Administration   Northwestern University
• International Institue    Madrid, Spain

Organizations:

• Forest Area Federal Credit Union Service Organization -- Board Member since April 2014 
• Traverse City Economic Club -- Member since January 2015
• Three Lakes Association -- Member since January 2016
• National Alliance of Mental Illness -- Board Member since November 2017

Designations:

• CERTIFIED FINANCIAL PLANNER™
• Chartered Retirement Plans Specialist™

In the News

• Your Last 8,000 Days
  
  • Traverse City Business News October 2017
• What's Important to You
  
  • Traverse City Business News March 2017
• The New World of the Robo Advisor
  
  • Traverse City Business News  March 2016
• The New World of DIY Retirement
  
  • Grand Traverse Woman    March 2016

At Craig Wealth Advisors we enjoy working with a variety of clients. The three types of clients we focus on are:

1. Individual Investors
2. Retirees
3. Business Owners