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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