Craig Price is a Managing Director and Wealth Advisor in Mesirow Wealth Management. He works with individuals, families, organizations and business owners to help them create comprehensive financial planning strategies designed to accumulate, grow, protect, and distribute their wealth. Based in Stuart, Florida, Craig’s expertise spans retirement planning, estate planning, wealth transfer strategies and philanthropic giving as well as firsthand understanding of planning considerations specific to the Florida region.
Craig has more than 30 years of experience in the financial services industry. Prior to joining Mesirow in 2024, he served as Founder and CEO of Price Wealth Management, a firm practicing Florida financial planning and investment management inclusive of pre-retirement income planning, estate planning, generation gift planning, strategic philanthropy and social impact investing.
Involvement in the community is a priority for Craig and his family and the firm. He has served on multiple community boards over the years and previously served as Treasurer of Light of the World Charities. During his career at UBS Financial Services, Craig achieved professional awards including the Global Circle of Excellence Award, the Director’s Council and the President’s Council. Active in his Stuart, Florida community, Craig also has accolades from being named Man of the Year by the Notre Dame Alumni Club of Stuart, Florida, earning the Leadership in the Arts Award from the Arts Council of Martin County and the Heroism Award for saving someone’s life by the Boy Scouts of America.
Craig graduated Cum Laude from the University of Notre Dame with a Bachelor of Arts in Government and International Relations. Craig is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Trust and Fiduciary Advisor (CTFA) certification. He also holds a Series 65 investment advisor license and is registered with the SEC.