Advisor at Merrill
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Craig Irwin is a Senior Financial Advisor at Merrill Lynch Wealth Management specializing in areas such as family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. His client focus also includes services for endowments, foundations, non-profits, women and wealth, as well as individual and corporate investment strategy.
Craig holds the Chartered Retirement Planning Counselor™ (CRPC™) and Personal Investment Advisor (PIA) designations. He earned a Bachelor of Science in Economics and Management from the University of Arizona and completed his high school education at Avon Old Farms School. Since joining Merrill Lynch Wealth Management in 2008, he has developed expertise in retirement planning and investment advising.
Residing in Poughkeepsie, NY, Craig is active in his community, serving on the boards of the Foundation for Vassar Brothers Medical Center and the Miles of Hope Breast Cancer Foundation. Outside of his professional work, he enjoys antiquing, boating, fishing, golfing, hiking, ice hockey, interior decorating, reading, running, and spending time with his wife Amy and their two daughters.
Bank Of America, N.A.
2010 - Present (16 years)
Merrill lynch, Pierce, Fenner & Smith Incorporated
2010 - Present (16 years)
CFP®, Series 66
Hopewell Junction, NY
Edward Jones
Series 63, Series 66
Poughkeepsie, NY
Edward Jones
Series 66
Hyde Park, NY
Edward Jones
Series 66
Beacon, NY
Edward Jones
CFP®, Series 66
Beacon, NY
Edward Jones
Series 66
Fishkill, NY
Edward Jones
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