Craig Selimotic Danforth is a seasoned Vice President and Wealth Advisor at Bernstein Private Wealth Management, bringing over two decades of comprehensive experience and unwavering dedication to guiding clients through the complexities that accompany prosperity. Grounded in a genuine curiosity that fuels his daily journey, Craig is committed to providing a holistic view and an integrated approach to wealth planning.
In his current role at Bernstein, where he has been serving since January 2022, Craig has the distinct honor of spearheading the company’s growth in the crucial Carolinas region. Committed to challenging the status quo, Bernstein has been a contrarian pioneer for over 55 years. As discretionary wealth advisors, they provide research-based solutions, extraordinary service, and total transparency. Serving as fiduciaries, they are legally obligated to prioritize clients’ interests, ensuring they always have a strategy they understand and a partner aligned with their goals.
Craig’s specialization lies in working across generations, addressing the emotional aspects of financial decision-making. Whether clients are business owners navigating future stewardship, civic leaders committed to philanthropic giving, or individuals dealing with delicate family matters, he is equipped to provide tailored solutions. Craig has extensive experience in blended households, family law, special needs children, and elder care, collaborating with external professionals on a highly confidential basis.
Beyond his professional pursuits, Craig is deeply involved in the arts community, contributing to organizations such as the Carolina Opera, Bechtler Museum, and Charlotte Symphony Orchestra. Reflecting his passion for fine wines, he proudly sits on the board of Charlotte Wine + Food, supporting local children’s charities through this platform.
Before joining Bernstein, Craig served as Vice President of Client Solutions at Jewelers Mutual Insurance Group from January 2019 to May 2021. During this time, he honed his skills in client-centric solutions, operating from both Charlotte, NC, and Neenah, WI.
With a commitment to excellence and a passion for serving clients with the utmost integrity, Craig Selimotic Danforth is honored to be a trusted advisor, helping individuals and families navigate the intricate landscape of wealth planning and financial decision-making.