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Mini craig ivy linscomb williams
Linscomb & Williams
The Woodlands, TX

Craig Ivy

AIF®
Serving clients as a fiduciary and trusted personal advisor.
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Meet Craig

Introduction - Craig Ivy
Introduction - Craig Ivy
Video Transcripts

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
Retirement Planning
Long-Term Care Planning

Experience with

Medical professionals
Legal professionals
Business executives
Families

Fee structure

Based on % of assets

Certifications and licenses

AIF® - Accredited Investment Fiduciary®

Education

Bachelors - Western Governors University
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