craig belisle

Craig Belisle

VP & Senior Financial Advisor

  • Education

    B.B.A. in Finance from Emory University
    Masters of Science in Finance from Georgia State University

  • Certifications/Licenses

    FINRA® Series 7, 63, 66
    Chartered Financial Consultant (ChFC®)

  • Involvement

    Member, Vistage Trusted Advisor Group
    Board of Trustees, St. Martins Episcopal School (2010–present)
    Member, Financial Planning Association
    Treasurer, Hampton Hall Swim & Tennis Club (2001-2014)
    Board of Directors, Genesis – A New Life (2002-2010)

  • Recognition

    Chair of the Board of Trustees, St. Martins Episcopal School (2012-2014)

  • Joined Us In


  • Prior Experience

    Treasury Division at Bank South (now Bank of America)

  • Born & Raised

    Born in Augusta, Georgia and grew up in Charleston, South Carolina

  • Family

    Married to Cindy; they have three daughters

  • Favorite...

    Movies: Lord of the Rings Trilogy and the James Bond series.

  • Fun Fact

    Founding Member of Emory University’s Division III basketball team and has been an Atlanta Hawks season ticket holder for over 30 years.

  • Favorite Quote

    “A goal without a plan is just a wish.”

People who meet Craig are often immediately drawn to his engaging friendliness and authentic smile. “The best part of my job has been the relationships I have built with my clients,” he explains with great enthusiasm.

Craig Belisle, Craig Belisle

Since 1996, Craig has served as a trusted financial advisor to many of Atlanta’s successful families and business owners. It’s Craig’s passion for people that makes him so committed to helping his clients live the best life possible.

“Life is full of tough decisions and complex choices that can create stressful times,” Craig emphasizes. “It’s my job to help people navigate through these times so that they can tap their own wisdom and make the best decisions for themselves and those they care about.”

Craig Belisle, Craig Belisle

While Craig’s favorite sport is basketball, youth soccer is the sport that currently dominates his family’s home life — all three of the Belisle daughters (Sarah, Mollie and Caroline) play or have played for Concorde Fire Soccer Club as well as their respective school teams. The entire family looks forward to supporting Major League Soccer when it comes to Atlanta.


Craig Belisle, Craig Belisle

In the News

Craig Belisle, Craig Belisle
Craig Belisle, Craig Belisle

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Financial Benefits of Behavioral Advising

Better Advice. Better Decisions. Better Life.

There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016

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