Craig D. Wakefield

Managing Director - US Trust, Private Client Advisor

Professional Profile

Craig Wakefield is a Private Client Advisor within U.S. Trust, Bank of America Private Wealth Management. With a coordinated approach, Craig and a team of specialists work closely with clients and their external advisors in support of clients’ key objectives across investment management, estate planning and tax strategies, asset preservation, banking and custom credit, as well as the generational objectives of the families they serve.

Craig earned an MBA degree in Finance from The Bauer School of Business at The University of Houston and his undergraduate degree in Economics with a minor in Finance from Texas A&M University. He began his career in the financial services industry in 1997 at Merrill Lynch. In 2000, he moved to the institutional side of the industry to gain further understanding of portfolio
management and construction, trading and also to gain experience managing investments for institutional clients. Since 2003, Craig has been back in the private client side of the business, focusing on assisting individuals and families
manage their wealth and to help them meet their long term goals and needs.

Craig and the team seek to provide consistent and thoughtful service through effective communication, education and regular interaction with clients and their external advisors to help keep clients’ best interests at the center of the strategies they adopt. Commitment to service is a cornerstone of the team’s approach. Through changing markets, family dynamics and ever evolving life needs, Craig and the team engage to assist clients in pursuing their financial and family objectives. Ultimately, the team seeks to serve as a family’s personal advisor actively implementing strategies to help clients manage the complexities of wealth.

*Neither U.S. Trust nor any of its affiliates or advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Adam R. Innerst

Wealth Strategies Advisor

713.247.6184

Key Contacts

Stacie L Harris

713.247.7838

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At U.S. Trust, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.