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Craig Seyfert, CFP®, CRPC™

Craig Seyfert, CFP®, CRPC™

Wealth Management Advisor, Vice President

Followers of Craig Seyfert, CFP®, CRPC™386 followers
location of Craig Seyfert, CFP®, CRPC™Chattanooga, Tennessee, United States

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  • Timeline

  • About me

    Vice President, Wealth Management Advisor

  • Education

    • University of Memphis

      1984 - 1989
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      Jan 1997 - now
      Wealth Management Advisor, Vice President

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Oct 2018

    • Certified Financial Planner

      CFP Board of Standards
      Jun 2005

    • Personal Investment Advisor

      Merrill Lynch Internal
      Aug 2021

    • Chartered Retirement Planning Counselor

      College For Financial Planning
      Dec 2009