Craig Smith
Financial Advisor
Craig joined Equitable Advisors in the summer of 2019 working with senior financial professionals in our New Hampshire office to build and establish his clientele in Massachusetts, New Hampshire, and Maine before becoming part of Highland Financial Group in 2021.
Craig strives to ensure clients achieve their financial goals through strategic and thoughtful planning and consulting. He works around a simple process: getting to know his clients, analyzing their wants and needs, identifying, and implementing solutions, creating a strategic financial plan, and staying in touch through life’s changes.
Craig is a graduate of The University of New Hampshire, Peter T. Paul College of Business & Economics with a Bachelor of Science in Finance/Business Management 2019. He holds his Series 7 and 66 earning him the designation of Financial Advisor.
Craig currently lives in Portland, Maine. In his free time, he enjoys playing golf, hiking, mountain biking, travel and cooking for family and friends.
California Insurance License #: 4262338
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Highland Financial Group – Portsmouth, NH is not owned or operated by Equitable Advisors, LLC or its affiliates.