Craig McPherson, CFP, CIMA
Financial Advisor
First Vice President - Investments
For over two decades Craig has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Craig has dedicated his career to delivering the personalized investment planning services clients deserve.
Utilizing the vast resources of Wells Fargo Advisors, Craig assists his clients in designing a portfolio that seeks to balance risk, growth and income and that is customized to meet their personal aspirations.
Craig is a graduate from the University of Alabama with a degree in Finance. His passion for learning did not end there. In 2007 he earned the CERTIFIED FINANCIAL PLANNER™ to be able to better assist clients with every aspect of their needs. In 2014 Craig became a Certified Investment Management Analyst® by completing a rigorous graduate level education program at The Wharton School at The University of Pennsylvania.
Away from the office he spends his free time with wife, Erin, a Pharmacist, and their daughters, Abigail and Emma.
Utilizing the vast resources of Wells Fargo Advisors, Craig assists his clients in designing a portfolio that seeks to balance risk, growth and income and that is customized to meet their personal aspirations.
Craig is a graduate from the University of Alabama with a degree in Finance. His passion for learning did not end there. In 2007 he earned the CERTIFIED FINANCIAL PLANNER™ to be able to better assist clients with every aspect of their needs. In 2014 Craig became a Certified Investment Management Analyst® by completing a rigorous graduate level education program at The Wharton School at The University of Pennsylvania.
Away from the office he spends his free time with wife, Erin, a Pharmacist, and their daughters, Abigail and Emma.
Tonja R. Holmes
Registered Client Associate
Phone: 904.351.7539
Email: Tonja.R.Holmes@wellsfargo.com
With over 10 years of financial services experience, Tonja strives to ensure that our clients' administrative and operational needs are handled accurately and quickly. Tonja's primary responsibility is to maintain a professional and organized environment that allows Craig to devote his full attention to clients and their investment planning. She handles the day-to-day administration of accounts, including scheduling appointments, updating existing account information, managing account transfers and answering questions regarding statements.