Craig Somerby is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 24 years of experience at Merrill, working alongside a team of highly credentialed professionals to serve a select group of individuals and families, primarily founders and senior officers of private companies. Craig and his associates specialize in providing pre- and post-transaction wealth planning strategies, focusing on the unique challenges related to business ownership transitions such as sales, mergers, acquisitions, and IPOs. They offer integrated planning services including investment management, wealth structuring, trust and estate planning, legacy and next-generation planning, and philanthropic solutions, leveraging Merrill's advanced online and mobile technologies to provide a modern private banking experience. Craig's approach centers on collaborating with clients to solve problems, achieve goals, and simplify their financial lives by connecting all aspects of their financial situations. He earned the Certified Private Wealth Advisor® (CPWA®) certification awarded by the Investments & Wealth Institute™ and holds a Bachelor's Degree from St. Lawrence University. Craig has been recognized by Forbes in their "Best-in-State Wealth Advisors" list for multiple years, including in 2024 and 2026, which reflects his commitment to client service and professional excellence. Outside of his professional endeavors, Craig's personal interests include fishing, skiing, traveling, yoga, and spending time with his family. His professional philosophy emphasizes helping clients prioritize and pursue the financial goals that matter most to them, enabling them to realize meaningful dreams and manage their wealth effectively.