Broker Check
Craig M. Adams

Craig joined the firm in 2008 after starting his career in the financial services industry in 2003. Craig is committed to assisting his clients with pursuing their financial goals by providing them with strategies geared towards asset accumulation, preservation and wealth transfer. His practice focuses on working with closely-held business owners, specifically in the area of corporate benefits. He assists his clients with financial planning and asset management with a disciplined adherence to an investment strategy based on the Nobel Prize winning concept of Modern Portfolio Theory.*

Craig is a 2003 graduate of West Virginia University, where he received a Bachelor’s degree in Communications. He resides in Florence, NJ and is the Treasurer of the Bordentown LeTip business networking organization. He enjoys sporting activities in his leisure and is currently participating in the Mercer County Men’s Softball League.

Craig holds the following licenses and registrations:

  • FINRA Series 7 – General Securities Representative
  • FINRA Series 63 – Uniform Securities Agent State Law Exam
  • FINRA Series 65 – Investment Advisors Law Exam
  • Life, Accident and Health Insurance license

*Investments will fluctuate and when redeemed may be worth more of less than when originally invested.