Financial Advisors
Durham, NC
Craige Summers is a CFP®-certified financial advisor at Edward Jones in Durham, specializing in retirement planning, estate and legacy strategies, intergenerational planning, retirement income strategies, and charitable giving. With an MBA and multiple professional certifications (CFP®, ChFC®, CLU®), Craige works with clients to develop comprehensive financial strategies tailored to major life events and long-term goals. His team, including Associate Financial Advisor Morgan Thrasher and Sr. Branch Office Administrator Nelissa Salvador, provides personalized service through in-person meetings, phone consultations, web conferencing, and evening/weekend availability.
Ideal for: Pre-retirees and retirees, high-net-worth individuals, families with complex estates, business owners planning succession and intergenerational wealth transfer
Service area: Durham, North Carolina and surrounding areas
CFP® Certified Professional: Craige holds the CFP® (Certified Financial Planner®) credential along with ChFC® and CLU® designations, demonstrating advanced expertise in comprehensive financial planning and wealth management.
Specialized Focus Areas: Offers deep expertise in estate and legacy strategies, intergenerational planning, retirement income optimization, and charitable giving — complex planning areas that benefit from professional guidance.
Flexible Access & Convenience: Provides multiple ways to meet and communicate including in-person appointments, web conferencing, phone consultations, and extended evening and weekend availability to fit your schedule.
Address: 2200 W Main St Ste A160, Durham, NC 27705
Phone: (984) 314-5125
Website: edwardjones.com
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