Craig is a Managing Director and Financial Advisor in The McRoberts Richmond Group at Baird Private Wealth Management. He joined Baird in 2022 via the merger with Hefren Tillotson. With over 31 years of industry experience, Craig uses a comprehensive financial planning approach to help clients meet their goals in investment, retirement, tax, and estate planning.
Mr. McRoberts graduated from The Pennsylvania State University in 1992 with a Bachelor of Science in Finance and a minor in Spanish. While in University Park, he was a scholarship recipient and member of the baseball team. Craig holds the Series 7, 65, and 8 securities licenses as well as his Life, Accident, and Health License.
Outside of the office, Craig has served on various not for profit Boards including The March of Dimes, Jefferson Regional Medical Center, Valley Brook Country Club, and The West Penn Golf Association.