SYMPHONY FINANCIAL SERVICES - Key Persons
Job Titles:
- Member of the YOUR TEAM
- Vice President
Craigâs responsibilities include monitoring and trading in client portfolios as well as performing due diligence on existing and new investment opportunities. Craig is responsible for helping advisors ensure client's portfolio's meet their stated investment objective. He has extensive experience in analyzing and managing portfolios. Craig maintains close relationships with Symphony's clients as well as its investment managers.
Craig earned his CFA Charter in 2013. He passed the Level I, II and III exams in the CFA program in succession. He is a member of the CFA Institute.
While Craig was still attending Jackson High School in Massillon, Ohio, he completed mentorship and internship programs with American Express and at the time Morgan Stanley Dean Witter. Craig holds a Bachelors of Science in Business Administration specializing in Finance, Risk Management and Insurance from The Ohio State University. He also holds his FINRA Series 7, 63, 66 as well as his Life, Health and Annuities License. Prior to starting with Symphony Financial in June of 2008 Craig was an independent agent with the Northwestern Mutual Financial Network.
Craig resides in Wadsworth with his wife Jackie, daughter Gabriella and their dogs, Murphy and Chip. He is a lifelong Ohio State and Cleveland sports fan. He enjoys spending time with family and friends outside of work, especially on the golf course!
Kim manages and performs administrative support for Symphony Financial Services, Inc. by being the point of first contact for clients. She began her career at Merrill Lynch in 2007 as a receptionist and cashier along with providing administrative support and guiding clients with account inquiries. Prior to joining Symphony Financial Services in 2015 she worked at Morgan Stanley as a Client Service Associate.
Kim has an Associate Degree of Applied Business from the University of Akron and holds the FINRA Series 6 registration with LPL Financial.
Kim resides in Burbank, Ohio with her two sons, Colton and Tristan. She enjoys spending time outdoors and traveling.
Marisa performs a variety of administrative support for Symphony Financial Services, Inc. by managing client contact and accounts. She began at Symphony Financial Services in 2017 after graduating from Indiana Wesleyan University with a Bachelor's Degree in Mathematics. She also holds the FINRA Series 7 registration with LPL Financial.
Marisa resides in Copley, Ohio. In her free time, she enjoys being outdoors, baking, and spending time with her family, friends, and her cat, Kevin.
Mark has over 30 years of experience in the financial services industry where he is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. His extensive experience - throughout major shifts in the markets - allows him to help his clients structure balanced portfolios to address their specific financial goals.