Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals. We want to know what is most important to you.
Working closely with you and your CPA, attorney and other professionals, I use established practices to determine the most appropriate financial strategy for you and your family.
At least annually, we will update your goals and strategies, if necessary, and we will partner with you to keep you on track.
Following a successful career in the entertainment industry, I began my career as a financial advisor in New Orleans at MONY. Seeking to better serve my clients, I joined Edward Jones in 1999. Today, Edward Jones serves our community from more than 40 convenient locations. Because I am passionate about helping my community and its families, my business grew too large to serve everyone as well as I would like. To resolve that, I invited another financial advisor to help better serve clients. In 2000, I received the Ted Jones Award from Edward Jones, and in 2001, I became a limited partner of Edward Jones.
I attended Centre College and the University of New Orleans. In addition, I received the CFP® professional designation in 2006.
Originally from New Orleans, my wife, Lizette, and I have lived in New Orleans our entire lives, just as our parents and grandparents did. Active in the community, I am a member and a former board member of the New Orleans Rotary.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
- Retirement Income Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
My Personal Interests
- Personal Fitness
- Bird Watching
Office Address201 Evans Road Suite 331
Elmwood, LA 70123
Phone NumberCraig S Wroten at (504) 837-1657
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