Neil Craft
Client Relationship Manager
Neil serves as a lead advisor on the wealth management team here at James Investment. He is passionate about helping current and prospective clients alike identify and accomplish their goals so they can enjoy financial freedom. Drawing on his deep history with the firm, he can help make sense of the complicated and collaborate with clients on a vision and path forward.
Beyond financial planning, Neil is integral in the onboarding and continued advising of small business retirement plans such as 401 (k)’s, 403(b)’s and SIMPLE IRA Plans. He also serves as a liaison between private clients and the James portfolio management team.
- James team member since 2013
- FINRA Series 7, 6, 63, and 65 licenses
- S. Accounting, Grove City College
- MBA, University of Dayton
Away from the office:
He and his wife Lizzy reside in Centerville with their two boys, Will and Teddy, and dog, Cooper. He enjoys following the Ohio State Buckeyes, Dayton Flyers, and serves as the Boys’ Varsity Soccer Coach at Fairmont High School.
