Craig Wilson is a co-founder of Anthony, Harwood & Wilson Private Wealth Management, driven by a shared commitment to delivering a truly world-class experience for families and small business owners. With close to three decades of experience, Craig has helped hundreds of families plan for their financial future, earning a reputation as a trusted advisor and thought leader in the industry.
He holds the Series 65, 6, and 63 Securities registrations through LPL Financial, along with Life, Health, & Variable Annuity licenses in the State of New York. Registered in 17 states, Craig's expertise has made him a sough-after voice in the Capital District Region.
Craig started his career in financial services with John Hancock and transitioned to Waddell & Reed Financial Inc. where he served as a District Manager and financial advisor before joining LPL in 2021. With over 700 clients and $154 million in assets under management, Craig is involved in every aspect of client portfolio construction and management.
Craig's main focus in life is balancing his responsibility to his clients with being the best possible husband and father. When he has the opportunity, you may find him working on carpentry projects or traveling with his wife to their favorite Caribbean island.