Matthew Craig is the Director of the Private Client Group at Level Four Financial, where they empower clients through tailored wealth strategies focused on fiduciary services, investment management, and insurance solutions. They previously served as a Private Client Advisor and Vice President at Bank of America Private Bank from 2012 to 2022, providing expertise to affluent families. Matthew holds a Bachelor's Degree from the University of Texas at Dallas and an MBA in Investments and Securities from Southern Methodist University. With a strong commitment to excellence, they foster client satisfaction and trust through a client-centered approach.
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