Craig Stone

Craig Stone

Merrill Lynch Special Needs Team

Investment 101

Craig Stone is a Senior Financial Advisor with the Special Needs Team at Merrill Lynch.  Headquartered in Folsom, California, Craig advances the team’s outreach within Sacramento, Northern California and Nevada.  He joined Merrill Lynch in 2012.  Passionate about the special needs field, he understands the complexity for special-needs, disabled and elderly individuals.  Craig helps clients come up with a customized plan to fit their needs.  He is well diverse on wealth planning and investment management for Special Needs Trust and other court supervised matters, as well as probate investing for Conservatorships and Guardianships.  Craig earned his B.S. in Business from the California State University system. 

Conference Sessions

Investment 101