With honesty and frugality, Craig always upholds the best interests of his clients. Beginning his career as a fiduciary administrator in an era where 70% was the norm for top income and estate tax rates, Craig is a believer in generating returns through tax planning. As a client, you can expect to receive high-quality, personalized service.

Services provided: Financial Planning/ Retirement Planning, Lending, Portfolio Management, Trust and Estate Planning, Custody for Registered Investment Advisors

Formerly a managing director with Deutsche Bank, Craig joins Alex. Brown, a division of Raymond James, with a wealth of experience and credentials in tax planning and financial advising services. He’s also worked previously at Bankers Trust, Connecticut Bank and Trust, Scarsdale National Bank and Trust, and Manufacturers Hanover Trust. With more than 39 years in the business, Craig shares his expertise and experience as an adjunct professor at Fairfield University and as an instructor at Sacred Heart University.

 A member of the Estate Planning Council of Lower Fairfield County, Craig also serves on the membership committee for the Society of Trust and Estate Practitioners (STEP). He holds Series 7, 66 and 24 licenses, as well as a Connecticut Life and Health insurance license. He’s held leadership positions with the Connecticut Estate & Tax Planning Council and the Estate Planning Councils of Westchester County and Lower Fairfield. He is an Accredited Estate Planner® (AEP®) through the National Association of Estate Planners & Councils; and a Certified Financial Planner^TM (CFP®) professional.

 Originally from White Plains, New York, Craig earned his B.S. in business administration from the Rochester Institute of Technology and a Certificate in Taxation from New York University School of Continuing Education. In his free time he enjoys fly fishing and shooting. Married to Jane Morgan Cerone for 36 years and counting, he currently lives with Jane in Ridgefield, Connecticut. They have four children: Craig Jr., Jacqueline Cardamone, Paul and Dana.

Raymond James does not provide tax or legal services