Wealth Management Since 1971

B. CRAIG IVY

Connect with me

B. CRAIG IVY

AIF®

PRINCIPAL

WEALTH ADVISOR

Industry Experience: 11 years

  • Graduate, Western Governors University – B.A., Finance
  • Formerly with the wealth management division of a global bank
  • Member, Woodlands Chamber of Commerce, Woodlands Economic Development Partnership, Interfaith Young Professionals and Young Professionals in Finance, Houston chapter
  • Pursuing CFP® certification
  • Active in Habitat for Humanity and enjoys spending time with his four children 

Talk with B. CRAIG IVY