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portrait of Craige Summers
FINANCIAL ADVISOR

Craige Summers

CFP®, ChFC®, CLU®
2200 West Main Street Ste A160, Durham, NC 27705opens in a new window
CallSend Me a Message

About Craige

As a trusted financial advisor, I enjoy helping a family transfer wealth from one generation to the next. This is not only a process of good planning; this process involves helping the younger, less experienced investors learn how to successfully manage their money. It is an educational process that is guided over time and through various business cycles. Seeing this process at work helps to give a family's older generation the comfort they deserve. They can feel confident knowing that the wealth they worked so hard to create will benefit their family for many generations to come.

Focus Areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Charitable Giving

Work History

  • Edward JonesMay 2002 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

Education

  • Univ of NC-Chapel HillMaster of Business Admin
  • Duke UniversityBachelors

Personal Interests

  • Pets
  • Traveling
  • History and Museums
  • Photography
  • Social Responsibility

Team Members

  • Nelissa Salvador
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(919) 956-5959

Fax

(877) 215-2144

Office Address

2200 West Main Street Ste A160
Durham, NC 27705opens in a new window

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