Steven Craig
Vice President,
Financial Advisor
Direct:
(262) 241-1965(262) 241-1965
Toll-Free:
(888) 791-8360(888) 791-8360
My Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
About Us
As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together I can help you to preserve and grow your wealth. You will have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Securities Agent: FL, MA, IL, TX, GA, NJ, CO, MN, AZ, WI; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
NMLS#: 1416423
NMLS#: 1416423
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Working With You & Your Family
My process begins and ends with listening. I ask questions about what is important to you, your family and your legacy...and then I listen. Through each step, I provide objective advice and investment insights to construct a wealth management plan that is uniquely yours.
While each client has a unique set of goals and circumstances, they all have one thing in common: They need help simplifying their finances and developing a comprehensive and cohesive wealth strategy. My objective is to serve as your dedicated Financial Advisor, simplify your life, and help you effectively manage and preserve your assets, so you may enjoy your wealth and leave the legacy you desire.
While each client has a unique set of goals and circumstances, they all have one thing in common: They need help simplifying their finances and developing a comprehensive and cohesive wealth strategy. My objective is to serve as your dedicated Financial Advisor, simplify your life, and help you effectively manage and preserve your assets, so you may enjoy your wealth and leave the legacy you desire.
Step 1: Initial Conversation
I begin with an informal discussion to understand your financial concerns and determine how I can add value. This is your opportunity to interview me, as we get to know each other. If we agree to move forward, we'll schedule our next meeting and request important financial information.
Step 2: Face-to-Face Meeting
We continue the dialogue by fostering an in-depth conversation where I get the chance to learn about the values that shape your decisions and identify any unique circumstances. I also review the documents you've prepared and begin to define your priorities.
Step 3: Analysis & Strategy Development
Here, I utilize proprietary financial planning tools to develop a personalized and detailed strategy with recommendations to help you grow, preserve and transfer your wealth. This serves as the foundation for building your initial plan, as well as future investment decisions.
Step 4: Recommendations & Implementation
In this step, I present appropriate investment options that, once executed, are designed to work together to help achieve your goals. Upon your approval, we execute the investment recommendations and begin to implement the additional wealth management strategies we've discussed. These often encompass risk management, as well as estate, trust and philanthropic planning strategies.
Step 5: Ongoing Stewardship
Committed to premium service, I focus on developing a relationship that provides special value to you and your family. As I begin to execute each strategy, we'll set up tools so you have immediate access to your account information. And because markets and personal needs evolve over time, I set up ongoing meetings to help ensure your plan remains designed to achieve your goals.
Tools to Simplify Your Financial Planning Goals
The Morgan Stanley suite of Modern Wealth Management Tools allows me to offer more customized advice than anywhere else.
Financial Planning
Morgan Stanley Financial Planning can show you a single, comprehensive snapshot of your finances. We can help you create a wealth plan that’s adaptable to the different stages of your life using our award winning tools- Goals Planning System (GPS) and LifeView.
Morgan Stanley Goals-Based Wealth Management
Separately Managed Accounts
A selection of about 600 professionally managed portfolios to align with your goals and risk tolerance, with access to institutional pricing and zero-fee index SMAs.
Total Wealth View
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
Discover Total Wealth View >
Investment Advisory
Manage your investments within a holistic advisory relationship and take advantage of integrated tax, risk management and estate planning benefits across your entire wealth strategy—backed by leading insights and one of the financial industry's most comprehensive, multi-award-winning advisory platforms.
Morgan Stanley Online
Morgan Stanley Online allows you to seamlessly and securely manage your investments and everyday finances in one place.
Register for Morgan Stanley Online TodayKnowledge Resources for You
I have curated this tab with resources to help keep you informed about the current market climate. I encourage you to navigate to this tab when you are curious to hear what Morgan Stanley thinks about market events.
GIC Weekly Research Report
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Click Here for the "GIC Weekly"
On The Markets Research Report
Detailed market commentary from Morgan Stanley's thought leaders on topics such as global equities, fixed income, monetary policy and more.
Click Here for the "On The Markets"
Thoughts On The Market Podcast
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Click Here for the Latest Episode
Estate Planning Essentials
You’ve worked hard to build wealth, now it’s time to protect your legacy. This 7-step estate planning checklist can help you plan for how your assets will be passed down to your beneficiaries.
7-step estate planning checklistUpcoming Firm Events
We hope you will join us for this upcoming event.
2025 Midyear Economic & Investment Outlook
DATE: June 2, 2025 at 12 p.m. ETWhat's in store for the markets and the economy for the rest of 2025? Join us for a midyear conversation with thought leaders from the Morgan Stanley Global Investment Committee—an integrated team of leading market, economic and portfolio management experts from across the Firm. Tune in as they discuss the state of the U.S. economy and the American consumer, economic signals to watch for in the back half of the year, and potential tailwinds or headwinds for various market sectors and industries.
4510865 05/2025
Online
Location
11501 North Port Washington
Mequon, WI 53092
US
Direct:
(262) 241-1965(262) 241-1965
Toll-Free:
(888) 791-8360(888) 791-8360
Fax:
(262) 241-1921(262) 241-1921
Wealth Management
Global Investment Office
Portfolio Insights
Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Tax-Smart Ways to Sell Securities
How investors can tap their portfolios in tax-savvy ways.
Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Ready to start a conversation? Contact Steven Craig today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
