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Mini craig ivy linscomb williams
Linscomb & Williams
Houston, TX

Craig Ivy

AIF®
Helping clients to secure their futures and achieve their goals.
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Meet Craig

Craig Ivy is a Wealth Advisor with Linscomb & Williams and has served in this role since October 2015. Prior to joining the firm, he was an Advisor in the wealth management division of Merrill Lynch from 2011-2015. While there, he was selected by the firm to serve as a subject matter expert in multiple financial areas, while also mentoring newly hired professionals. Before moving to Texas, Craig was a…

Craig Ivy is a Wealth Advisor with Linscomb & Williams and has served in this role since October 2015. Prior to joining the firm, he was an Advisor in the wealth management division of Merrill Lynch from 2011-2015. While there, he was selected by the firm to serve as a subject matter expert in multiple financial areas, while also mentoring newly hired professionals. Before moving to Texas, Craig was a member of the management team for a privately-held business in real estate development and construction in Georgia from 2005 to 2007. His involvement in the financial management of the business led to a position in the wealth management profession with a publicly held Georgia bank from 2007 to 2012. Family ties ultimately resulted in the relocation to Texas. Craig has held memberships in the Houston Chapter of Young Professionals in Finance, as well as the Woodlands Chamber of Commerce. Craig balances his professional responsibilities with being a father of four and serving as an active volunteer with Habitat for Humanity.


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Insurance Management
Employer Sponsored Retirement Plans

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Education

Bachelors - Western Governors University
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