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Craig Grayson

AIF®, RICP®

Craig joined Coastal Wealth in October, 2018. Craig attended the University of Maryland, where he received his Bachelor of Arts degree in Criminology and Criminal Justice. After graduating from college, Craig began his career at John Hancock as an insurance agent and registered representative. He enjoyed helping those around him navigate through their financial maze by creating a financial plan. As his knowledge of the industry began to expand, Craig felt that a focus on strategies using investments, as well as insurance, would bring more value to his clients, so he began working at Total Financial Advisors LLC. Craig spent twelve years advising clients by creating a personal and customized approach to help build, protect and grow their wealth.

Craig returned to his roots as a holistic planner with a Guardian firm in NYC before relocating his family to Delray Beach, FL. Soon thereafter, he joined the Coastal Wealth family in order to surround himself with great people, their process and to help build upon what was soon to be one the most innovative and fastest growing firms in the nation. In addition to its alignment with a world class financial organization, Mass Mutual. In his current role, Craig is able to exercise two of his passions, helping those around him while creating strong, time tested financial plans that focus on income and asset protection, growth of assets, and formulating a bequest or endowment plan. He offers wealth management services, investment advisory solutions, acts as a liaison to many fiduciary
services and risk management strategies. He enjoys designing, implementing and servicing employer sponsored retirement plans. Craig offers a high level of product knowledge in annuities, life insurance, disability insurance and long term care insurance. Craig holds his Life and Health Insurance License, Series 7, Series 63, Series 65 licenses, and the AIF® and RICP® designations.

Craig was born and raised in Queens, NY. He currently resides in Delray Beach, FL with his wife, Lisa, his two children, Isabel & Leo, and his golden doodle Ginger. He grew up playing baseball and basketball, and you can find him on the field or court with his children on most weekends. He is a music enthusiast, listening to everything from rock and roll, hip hop, classical, and on some days, country. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a former founding board member of A Caring Hand, The Billy Esposito Foundation.