“Congratulations to Craig on being recognized by Forbes as a Best-in-State Next-Gen Wealth Advisor. This honor reflects a strong commitment to clients and the meaningful impact made through thoughtful financial guidance.” — Kevin Reed, President of Janney’s Private Client Group
Craig Sherrer, AWMA®
Senior Vice President / Wealth Management, Financial Advisor
From a young age, Craig watched his father help people in the Financial Services Industry and was inspired to follow in his footsteps. Within the Simmons Point Group, he works closely with the team to research and custom-tailor investment strategies for each client, catering to their needs and long-term goals. Craig graduated from AACSB accredited Siena College School of Business with a B.S. in Marketing and Management. Craig has received his Accredited Wealth Management Advisor (AWMA ®) certification and is currently pursuing a Certified Financial Planner™ certification. While at Siena, Craig served as captain of the lacrosse team, winning two MAAC championships during his career. To this day, he continues to remain active in the Siena alumni network. He also serves as an active member of the Knights of Columbus. Craig has been recognized as a top Financial Advisor in New York on the Forbes Best-In-State Next-Gen Wealth Advisors list.
Craig and his wife, Lauren, were married in 2017 and now reside on the South Shore of Long Island where they are proud parents of their daughters, Mackenzie and Avery. In his free time, you can find Craig entertaining friends and family or supporting his beloved NY sports teams.
