Craig Franklin

Craig R Franklin, CIMA®, CPWA®, CAIA®

Executive Director Family Wealth Director Wealth Advisor

Craig Franklin has spent his 28-year career at Morgan Stanley guiding successful entrepreneurs, executives, and other high net worth individuals and families through complex wealth planning and asset allocation strategies. Craig is a Family Wealth Director and provides corporate executive planning, including tax minimization strategies for stock options, concentrated positions, and stock monetization. He helps clients design and monitor fixed income portfolios, handle large equity trades, and offers advice on nontraditional assets.

He has demonstrated knowledge and experience across an extensive range of wealth management disciplines. As such Craig earned the exclusive designation of Morgan Stanley Family Wealth Director, from which he gains access to a variety of family advisory services.

Craig graduated from Chico State University with an undergraduate degree in finance. He earned the Certified Investment Management Analyst® designation, taught in conjunction with The Wharton School at the University of Pennsylvania. Craig holds the Certified Private Wealth Advisor® (CPWA®) certification, taught in conjunction with The University of Chicago Booth School of Business. He has earned the Certified Wealth Strategist designation from the Cannon Financial Institute. He is a Chartered Alternative Investment Analyst, a designation from the CAIA Association that is dedicated to alternative investments, seeking greater alignment, transparency, and knowledge for all investors.

Craig has been recognized in Forbes Best-in-State Wealth Advisors in 2021, 2020, 2019, and 2018.

A sixth-generation Californian, Craig serves on the board of a local educational foundation and has coached youth basketball in his hometown. He lives in Healdsburg with his wife Lesli, and their two children Cole and Andie.




Morgan Stanley Smith Barney LLC (?Morgan Stanley?), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Source: Forbes.com America's Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client's experience. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. For more information: www.SHOOKresearch.com.
Source: Forbes.com America's Best-In-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client's experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com.
Morgan Stanley Smith Barney LLC. Member SIPC.

CRC 4227327 1/26/2022 Read Less