Building Lasting Relationships

Willingdon Views

What can be learned from this amazing creature that can help us develop the right…
09/20/17: I Was a Lighthouse
Today, we seem surrounded by fears, yet the stock market is trading close to an…
08/24/17: Blame
To paraphrase Winston Churchill, if our country were to last a thousand years, would they…

Stay Informed

Sign up for Willingdon Views

Tuesday, 22 March 2016 15:21

Craig Wezenski

Written by 
Rate this item
(0 votes)

(203) 298-8523
This email address is being protected from spambots. You need JavaScript enabled to view it.

Craig Wezenski is a seasoned financial professional who has over 20 years of experience. He received his Masters in Business Administration in Finance from the University of New Haven in 2004. Craig received his undergraduate degree in Finance, with a minor in Psychology, from Bryant University in 1997.

Prior to joining Willingdon Wealth Management, Craig worked for Fisher Investments, Fidelity Investments and Ameriprise. He began his career at Ameriprise, where he spent 9 years in various financial and management roles. He then joined Fidelity Investments, where he spent 8 years. His most recent role was as a Vice President, Senior Account Executive managing $1.5 billion for over 400 families. During his tenure at Fidelity, Craig was the recipient of the Fidelity Achiever Award, awarded to him multiple years. This award is one of Fidelity’s highest recognition awards.

Craig has spent the majority of his career helping individual clients meet their financial goals and achieve financial freedom. He will explain Willingdon Wealth Management’s approach and how it compares to other money management options currently available to you. Craig will review your current financial situation, discuss your personal investment goals and objectives, and help determine how Willingdon Wealth Management can best benefit you.

In his spare time, Craig enjoys spending time with his wife, son, and daughter. Craig is an avid outdoorsman, loves to give back to his Community, and is a Committee Member for his sons Cub Scout Pack. Some of his hobbies include spending valuable family time doing the following: golfing, fishing, camping, and boating.

Read 1863 times Last modified on Tuesday, 13 June 2017 16:08
BNR Support

Email This email address is being protected from spambots. You need JavaScript enabled to view it.

1 comment

  • Comment Link Terese Thursday, 14 September 2017 04:05 posted by Terese

    You always do a great job of explaining things. I can definitely see where you're coming from and
    I appreciate the insight. I shared this on Facebook and my friends seemed to enjoy it too.

    Keep it up!


Leave a comment