Craig brings more than 23 years of experience in comprehensive investment planning. He earned a Bachelor of Science in Finance with a minor in Economics from the University of Alabama and holds the prestigious CFP® and CIMA® designations.

As a Private Investment Management (PIM) Portfolio Manager, Craig is part of an group of advisors authorized to manage client portfolios on a discretionary basis. His passion lies in helping clients preserve and grow wealth for future generations through tailored strategies and disciplined portfolio management.

Craig lives in Florida with his wife, Erin, and their daughters, Abigail and Emma. Outside the office, he enjoys golf, woodworking, and creating elaborate holiday light displays.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the advisory disclosure for a full description of our services.  The minimum account size for this program is $50,000.

With more than 30 years in the financial industry, Milton (“Milt”) Nuckols is recognized for his deep expertise and personalized approach to investment planning. He holds an MBA, along with the CFP® and CIMA® designations, and serves as a Private Investment Management (PIM) Portfolio Manager, offering discretionary portfolio management for clients seeking tailored strategies.

Milt began his career in New Jersey and now resides in St. Augustine, Florida, with his wife, Donna, who is also a valued member of the team. He is actively involved in the community and currently serves on the Board of the United Way of St. Johns County, where he previously held the role of Treasurer.

Outside of work, Milt enjoys sports, travel, and golf.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors.  Please carefully review the advisory disclosure for a full description of our services.  The minimum account size for this program is $50,000.

Jason has over 15 years of experience in financial services and plays a key role in ensuring seamless client operations.  He helps manage account administration, appointment scheduling, and client inquiries, allowing advisors to focus fully on strategic planning.

Jason graduated from Stetson University with a degree in Business Management. He lives in Jacksonville with his wife Michelle and daughters Lexi and Lizzy, and enjoys spending quality time with his family.

Donna joined Wells Fargo Advisors in 2012 after raising her two sons in St. Johns County. A Phi Beta Kappa graduate of the University of Richmond, Donna brings a thoughtful and organized approach to client communications and marketing. She is passionate about travel, pickleball, yoga, and literature, participating in two book clubs monthly.

Donna works closely with Milt to ensure clients receive timely updates and personalized service.